# Ata Engineering INC. 401(k) Plan
Source: https://planprovider.pro/companies/ata-engineering-inc-401k-plan

> Ata Engineering INC.'s 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ata Engineering INC.

- **Sponsor EIN:** 330900801

- **Sponsor Address:** 13290 EVENING CREEK DRIVE SOUTH, SAN DIEGO, CA, 92128

- **Plan Type:** 401(k)

- **Total Participants:** 223

- **Total Assets:** $80.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|223|$80.0M|$1.1M|$3.4M|

| 2023|216|$65.9M|$1.1M|$3.1M|

| 2022|197|$52.5M|$744,888|$2.8M|

## 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|

| T ROWE PRICE RPS INC|NONE|$44,019|—|$44,019|

| LAVINE LOFGREN MORRIS&ENGELBERG LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,019

- **Estimated Expense Ratio:** 0.055% 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|$44,001|$8|—|—|—|

| 2023|$33,753|—|—|—|—|

| 2022|$29,843|—|—|—|—|

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