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

> Ata Services, INC.'s 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — 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|—|—|—|—|

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