Plan Snapshot
- Plan Sponsor: Atac
- Sponsor EIN: 942599967
- Sponsor Address: 2770 DE LA CRUZ BOULEVARD, SANTA CLARA, CA, 950502624
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $51.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 67 | $51.4M | $362,268 | $942,551 |
| 2023 | 69 | $47.3M | $365,000 | $951,962 |
| 2022 | 71 | $44.6M | $353,944 | $896,120 |
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 |
|---|---|---|---|---|
| JOHANSON & YAU | 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 | $68,217 | — | $68,217 | — | — |
| 2023 | $62,868 | — | $62,868 | — | — |
| 2022 | $64,966 | — | $64,966 | — | — |