Plan Snapshot
- Plan Sponsor: Atc Drivetrain, LLC
- Sponsor EIN: 900857545
- Sponsor Address: 9901 WEST RENO AVE, OKLAHOMA CITY, OK, 73127
- Plan Type: 401(k)
- Total Participants: 893
- Total Assets: $39.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 893 | $39.7M | $1.2M | $2.5M |
| 2023 | 785 | $34.7M | $1.1M | $2.2M |
| 2022 | 818 | $29.0M | $998,526 | $2.1M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $90,682 | — | $90,682 |
| MERCER INVESTMENT MANAGEMENT, INC. | Investment Advisor | $53,020 | — | $53,020 |
| BAKER TILLY VIRCHOW KRAUSE, LLP | Other Service Provider | $32,841 | — | $32,841 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $176,543
- Estimated Expense Ratio: 0.445% 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 | $177,595 | $85,862 | — | — | — |
| 2023 | $137,728 | $61,899 | — | — | — |
| 2022 | $143,728 | — | — | — | — |