Plan Snapshot
- Plan Sponsor: Air Treatment Corporation
- Sponsor EIN: 954267892
- Sponsor Address: 640 N. PUENTE ST., BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $33.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 254 | $33.3M | $0 | $2.3M |
| 2023 | 218 | $30.1M | $0 | $2.2M |
| 2022 | 199 | $24.3M | $0 | $1.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $60,896 | — | $60,896 |
| LPL FINANCIAL CORPORATION | Investment Advisor | $47,511 | — | $47,511 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,407
- Estimated Expense Ratio: 0.326% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $108,075 | $47,511 | — | — | — |
| 2023 | $90,086 | $39,968 | — | — | — |
| 2022 | $83,934 | $37,882 | — | — | — |