# Ata National Title Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ata-national-title-group-llc-401k-plan

> Ata National Title Group, LLC's 401(k) plan: 378 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/sentinel-group) — TPA

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ata-national-title-group-llc-401k-plan)

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