Plan Snapshot
- Plan Sponsor: Ata National Title Group, LLC
- Sponsor EIN: 611492166
- Sponsor Address: 31440 NORTHWESTERN HWY. SUITE 100, FARMINGTON HILLS, MI, 48334
- Plan Type: 401(k)
- Total Participants: 378
- Total Assets: $24.7M
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 | 378 | $24.7M | $230,901 | $1.5M |
| 2023 | 377 | $22.3M | $233,347 | $1.5M |
| 2022 | 417 | $19.5M | $271,443 | $1.7M |
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 |
|---|---|---|---|---|
| GREGORY J SCHWARTZ CO, INC | ADVISOR | $50,213 | — | $50,213 |
| SENTINEL BENEFITS GROUP, INC. | TPA | $41,885 | — | $41,885 |
| FIDELITY TRUST COMPANY | CUSTODIAN | $7,915 | — | $7,915 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, INC. — TPA
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,013
- Estimated Expense Ratio: 0.405% 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 | $100,013 | $50,213 | — | — | — |
| 2023 | $107,002 | $57,523 | — | — | — |
| 2022 | $80,434 | $31,805 | — | — | $48,629 |