Plan Snapshot
- Plan Sponsor: American Technology Solutions
- Sponsor EIN: 274410630
- Sponsor Address: 49 BETHANY WAY, FREDERICKSBURG, VA, 22406
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 143 | $8.0M | $322,485 | $1.1M |
| 2023 | 130 | $6.5M | $251,235 | $989,931 |
| 2022 | 123 | $5.0M | $138,103 | $836,648 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | — | $16,779 | $16,779 |
| SC&H ATTEST SERVICES P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
- SC&H ATTEST SERVICES P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,779
- Estimated Expense Ratio: 0.210% 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 | $7,235 | $3,385 | $3,550 | — | — |
| 2023 | $4,424 | $2,010 | $2,014 | — | — |
| 2022 | $4,660 | — | — | — | — |