Plan Snapshot
- Plan Sponsor: Atl Technology, Lc
- Sponsor EIN: 870685433
- Sponsor Address: 1335 W 1650 N, SPRINGVILLE, UT, 846635555
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $13.9M
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 | 98 | $13.9M | $472,211 | $804,582 |
| 2023 | 90 | $12.0M | $384,657 | $699,591 |
| 2022 | 105 | $9.8M | $365,448 | $646,188 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | NONE | $32,973 | — | $32,973 |
| THE VANGUARD GROUP, INC. | NONE | $16,129 | — | $16,129 |
| LARSON & COMPANY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- LARSON & COMPANY PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,102
- Estimated Expense Ratio: 0.353% 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 | $49,102 | $32,973 | $16,129 | — | — |
| 2023 | $47,718 | $32,269 | $15,449 | — | — |
| 2022 | $44,543 | $28,319 | $16,224 | — | — |