Plan Snapshot
- Plan Sponsor: Am Technical Solutions
- Sponsor EIN: 742717823
- Sponsor Address: 13809 RESEARCH BLVD., AUSTIN, TX, 78750
- Plan Type: 401(k)
- Total Participants: 862
- Total Assets: $42.4M
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 | 862 | $42.4M | $1.5M | $4.4M |
| 2023 | 722 | $32.7M | $1.2M | $3.7M |
| 2022 | 636 | $23.5M | $1.1M | $3.4M |
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 |
|---|---|---|---|---|
| CAH ADVISORS LLC | Investment Advisor | $29,574 | — | $29,574 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $18,825 | — | $18,825 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $18,123 | — | $18,123 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,522
- Estimated Expense Ratio: 0.157% 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 | $66,523 | $47,698 | — | — | — |
| 2023 | $29,443 | $14,219 | — | — | — |
| 2022 | $25,610 | $8,775 | — | — | — |