Plan Snapshot
- Plan Sponsor: Ata Engineering, INC.
- Sponsor EIN: 330900801
- Sponsor Address: 13290 EVENING CREEK DR S, SAN DIEGO, CA, 921284424
- Plan Type: DC
- Total Participants: 221
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 221 | $20.9M | $782,879 | $0 |
| 2023 | 206 | $24.5M | $357,920 | $0 |
| 2022 | 187 | $25.3M | $682,736 | $0 |
| 2020 | 178 | $20.4M | $0 | $0 |
| 2019 | 160 | $17.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS & ENGELBERG | Auditor | — | — | $0 |
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 | — | — | — | — | — |
| 2023 | $70 | — | — | — | — |
| 2022 | $700 | — | — | — | — |
| 2020 | — | — | — | — | — |
| 2019 | — | — | — | — | — |