Plan Snapshot
- Plan Sponsor: Atec, INC.
- Sponsor EIN: 741494962
- Sponsor Address: 12600 EXECUTIVE DRIVE, STAFFORD, TX, 77477
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $32.2M
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 | 376 | $32.2M | $1.7M | $2.5M |
| 2023 | 359 | $25.9M | $1.1M | $2.2M |
| 2022 | 331 | $20.3M | $835,245 | $2.1M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | $2,476 | — | $2,476 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,476
- Estimated Expense Ratio: 0.008% 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 | $109,115 | $56,137 | $50,502 | $2,476 | — |
| 2023 | $93,604 | $46,143 | $44,653 | — | — |
| 2022 | $101,616 | $51,148 | $42,467 | — | $8,001 |