Plan Snapshot
- Plan Sponsor: Atc Management INC
- Sponsor EIN: 391999363
- Sponsor Address: P.O. BOX 47, WAUKESHA, WI, 53188
- Plan Type: DC
- Total Participants: 580
- Total Assets: $83.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 580 | $83.9M | $4.1M | $0 |
| 2023 | 537 | $75.9M | $3.8M | $0 |
| 2022 | 511 | $66.3M | $3.6M | $0 |
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: 0.021% 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 | $102,501 | $17,666 | — | $18,000 | — |
| 2023 | $107,854 | $32,653 | — | — | — |
| 2022 | $110,748 | $12,463 | — | — | — |