# Ati Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ati-holdings-llc-401k-plan

> Ati Holdings, LLC's 401(k) plan: 6,837 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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