Plan Snapshot
- Plan Sponsor: Atlantic Container Line (Usa) LLC
- Sponsor EIN: 800648054
- Sponsor Address: 50 CARDINAL DRIVE, WESTFIELD, NJ, 07090
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $61.3M
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 | 140 | $61.3M | $721,794 | $1.6M |
| 2023 | 145 | $57.7M | $670,891 | $1.5M |
| 2022 | 145 | $50.2M | $607,978 | $1.4M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $46,041 | — | $46,041 |
| BMSS ADVISORS & CPAS | NONE | $19,955 | — | $19,955 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,996
- Estimated Expense Ratio: 0.108% 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 | $54,939 | — | — | $19,955 | — |
| 2023 | $22,215 | — | — | $1,045 | — |
| 2022 | $29,364 | — | — | — | $9,094 |