Plan Snapshot
- Plan Sponsor: Ati Holdings, LLC
- Sponsor EIN: 200619466
- Sponsor Address: 2001 BUTTERFIELD ROAD, SUITE 1600, DOWNERS GROVE, IL, 605151211
- Plan Type: 401(k)
- Total Participants: 6,837
- Total Assets: $274.4M
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 | 6,837 | $274.4M | $5.5M | $21.9M |
| 2023 | 6,380 | $228.2M | $5.4M | $19.9M |
| 2022 | 5,886 | $183.2M | $4.9M | $19.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $532,232 | — | $532,232 |
| CROWE LLP | ACCOUNTANT | $32,111 | $14 | $32,125 |
| CAPTIAL STRATAGIES INVES | INVESTMENT ADVISORY | $25,000 | — | $25,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $589,357
- Estimated Expense Ratio: 0.215% 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 | $580,718 | $25,000 | $523,607 | $32,111 | — |
| 2023 | $558,140 | $25,000 | $502,865 | $30,275 | — |
| 2022 | $695,687 | $35 | $695,652 | — | — |