Plan Snapshot
- Plan Sponsor: Atc Management INC.
- Sponsor EIN: 391999363
- Sponsor Address: PO BOX 47, WAUKESHA, WI, 53187
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 687
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 687 | $9.8M | $6.7M | $2.7M |
| 2023 | 642 | $9.5M | $3.3M | $2.7M |
| 2022 | 620 | $12.0M | $333,160 | $2.6M |
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 |
|---|---|---|---|---|
| UMR | Other Service Provider | $305,141 | — | $305,141 |
| US BANK | Custodian / Trustee | $19,784 | — | $19,784 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $19,569 | — | $19,569 |
| COLEMAN & WILLIAMS LTD | Auditor | $18,000 | — | $18,000 |
| BAKER TILLY | Auditor | $5,607 | — | $5,607 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $368,101
- Estimated Expense Ratio: 3.771% 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 | $751,125 | — | $527,021 | $23,607 | — |
| 2023 | $791,414 | — | $475,531 | $26,145 | — |
| 2022 | $587,484 | $50,198 | $512,615 | — | $24,671 |