Plan Snapshot
- Plan Sponsor: Atco Structures & Logistics Usa
- Sponsor EIN: 820262581
- Sponsor Address: 480 WILDWOOD FOREST DR, SPRING, TX, 77380
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 151 | $4.2M | $348,309 | $550,863 |
| 2023 | 140 | $2.8M | $265,960 | $427,798 |
| 2022 | 127 | $2.1M | $242,446 | $404,219 |
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. | RECORD KEEPER | $29,610 | — | $29,610 |
| MELTON & MELTON L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MELTON & MELTON L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,610
- Estimated Expense Ratio: 0.707% 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 | $29,610 | — | — | — | — |
| 2023 | $27,752 | — | — | — | — |
| 2022 | $24,276 | — | $24,276 | — | — |