Plan Snapshot
- Plan Sponsor: Atcs, PLC
- Sponsor EIN: 541718076
- Sponsor Address: 13861 SUNRISE VALLEY DRIVE, HERNDON, VA, 20171
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $35.6M
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 | 292 | $35.6M | $1.1M | $2.6M |
| 2023 | 250 | $29.5M | $1.1M | $2.5M |
| 2022 | 267 | $23.1M | $781,850 | $2.2M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $52,113 | — | $52,113 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $28,217 | — | $28,217 |
| OSAIC FA INC | ADVISOR | $8,566 | — | $8,566 |
| MEIHAUS CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- OSAIC FA INC — ADVISOR
- MEIHAUS CPA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,896
- Estimated Expense Ratio: 0.250% 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 | $88,896 | $60,679 | — | — | — |
| 2023 | $71,073 | $48,536 | — | — | — |
| 2022 | $70,168 | — | — | — | — |