Plan Snapshot
- Plan Sponsor: Atlantic Engineering Group, INC.
- Sponsor EIN: 582227243
- Sponsor Address: 4465 COMMERCE DR, SUITE 101, BUFORD, GA, 30515
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 224 | $3.4M | $251,096 | $499,117 |
| 2022 | 317 | $2.8M | $266,504 | $476,097 |
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 |
|---|---|---|---|---|
| ROYLE VAZQUEZ LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2023 | $30,749 | $20,340 | $7,734 | — | — |
| 2022 | $25,449 | $17,442 | $653 | — | $7,354 |