Plan Snapshot
- Plan Sponsor: Atane Engineers, Architects And Land Surveyors, D.P.C.
- Sponsor EIN: 133779703
- Sponsor Address: 40 WALL ST, NEW YORK, NY, 10005
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $38.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 296 | $38.2M | $294,121 | $1.8M |
| 2023 | 157 | $35.9M | $156,952 | $1.5M |
| 2022 | 135 | $32.7M | $316,267 | $1.4M |
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 |
|---|---|---|---|---|
| JP MORGAN | Investment Advisor | $53,672 | — | $53,672 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $34,278 | — | $34,278 |
| PKF O' CONNOR DAVIES LLP | Auditor | $17,050 | — | $17,050 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $6,823 | — | $6,823 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- PKF O' CONNOR DAVIES LLP — Auditor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,823
- Estimated Expense Ratio: 0.293% 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 | $111,823 | $6,823 | $300 | $17,050 | — |
| 2023 | $84,280 | $35,121 | $300 | $15,500 | — |
| 2022 | $143,977 | $4,202 | — | — | — |