# Atc Management INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/atc-management-inc-391999363-501

> Atc Management INC.'s Health & Welfare plan: 687 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — 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|

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