Plan Snapshot
- Plan Sponsor: Ajt Holding LLC
- Sponsor EIN: 463266428
- Sponsor Address: 1709 MATTHEWS TOWNSHIP PKWY, MATTHEWS, NC, 28105
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $605,405
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 133 | $605,405 | $58,767 | $181,148 |
| 2023 | 389 | $469,144 | $67,360 | $199,266 |
| 2022 | 359 | $235,190 | $63,215 | $153,859 |
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 |
|---|---|---|---|---|
| ELLIOTT GROUP CPSA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT GROUP CPSA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $24,461 | $9,075 | — | — | — |
| 2023 | $21,087 | $7,535 | — | — | — |
| 2022 | $6,118 | — | — | — | — |