Plan Snapshot
- Plan Sponsor: Ata Services, INC.
- Sponsor EIN: 841250323
- Sponsor Address: 405 URBAN STREET SUITE 150, LAKEWOOD, CO, 80228
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $1.7M
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 | 124 | $1.7M | $68,913 | $281,204 |
| 2023 | 117 | $1.3M | $66,105 | $214,759 |
| 2022 | 68 | $1.1M | $53,752 | $190,889 |
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 |
|---|---|---|---|---|
| BAKER TILLY | Auditor | $26,250 | — | $26,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,250
- Estimated Expense Ratio: 1.590% 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 | $84,193 | $6,717 | — | $26,250 | — |
| 2023 | $63,050 | $17,168 | — | $9,713 | — |
| 2022 | $35,657 | — | — | — | — |