Plan Snapshot
- Plan Sponsor: Atc Management INC
- Sponsor EIN: 391999363
- Sponsor Address: PO BOX 47, WAUKESHA, WI, 53187
- Plan Type: 401(k)
- Total Participants: 587
- Total Assets: $206.4M
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 | 587 | $206.4M | $3.2M | $8.6M |
| 2023 | 537 | $179.9M | $2.9M | $8.0M |
| 2022 | 511 | $155.6M | $2.8M | $7.4M |
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 |
|---|---|---|---|---|
| COLEMAN & WILLIAMS LTD | Auditor | $18,000 | — | $18,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.009% 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 | $145,298 | $93,582 | — | $18,000 | — |
| 2023 | $133,908 | $102,061 | — | — | — |
| 2022 | $140,426 | $42,419 | — | — | — |