Plan Snapshot
- Plan Sponsor: Atg Management Services, INC.
- Sponsor EIN: 205510626
- Sponsor Address: 8410 W 183RD PL, TINLEY PARK, IL, 60487
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $5.3M
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 | 229 | $5.3M | $136,181 | $423,199 |
| 2023 | 245 | $5.0M | $133,787 | $419,621 |
| 2022 | 245 | $3.9M | $48,713 | $218,521 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | Auditor | $9,000 | — | $9,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,000
- Estimated Expense Ratio: 0.171% 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 | $61,662 | $31,480 | — | $9,000 | — |
| 2023 | $227,400 | — | $52,967 | — | — |
| 2022 | $49,452 | $26,604 | — | — | $22,848 |