Plan Snapshot
- Plan Sponsor: Atech Logistics INC.
- Sponsor EIN: 460489024
- Sponsor Address: PO BOX 6836, SANTA ROSA, CA, 95406
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 226 | $6.3M | $156,156 | $613,328 |
| 2023 | 238 | $5.1M | $145,432 | $577,648 |
| 2022 | 254 | $4.1M | $133,183 | $493,880 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $19,866 | — | $19,866 | — | — |
| 2023 | $20,290 | — | $20,290 | — | — |
| 2022 | $18,918 | — | $18,918 | — | — |