Plan Snapshot
- Plan Sponsor: Atkins Kroll, INC.
- Sponsor EIN: 942254396
- Sponsor Address: 443 SOUTH MARINE CORPS DRIVE, TAMUNING, GU, 96913
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $16.0M
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 | 216 | $16.0M | $351,660 | $992,555 |
| 2023 | 242 | $14.3M | $373,358 | $1.1M |
| 2022 | 239 | $11.9M | $330,507 | $992,693 |
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 |
|---|---|---|---|---|
| ASC TRUST, LLC | TRUSTEE | $5,764 | — | $5,764 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,764
- Estimated Expense Ratio: 0.036% 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 | $5,764 | — | $5,764 | — | — |
| 2023 | $5,255 | — | $5,255 | — | — |
| 2022 | $4,445 | — | $4,445 | — | — |