Plan Snapshot
- Plan Sponsor: Atlantic Squared Supply LLC
- Sponsor EIN: 862655577
- Sponsor Address: 3 CALEDON COURT SUITE A2, GREENVILLE, SC, 29615
- Plan Type: 401(k)
- Total Participants: 530
- Total Assets: $15.2M
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 | 530 | $15.2M | $990,100 | $1.8M |
| 2023 | 432 | $11.6M | $811,671 | $1.6M |
| 2022 | 351 | $8.1M | $474,052 | $948,446 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $11,134 | — | $3,360 | — | — |
| 2023 | $13,904 | — | $7,750 | — | — |
| 2022 | $4,462 | — | — | — | $4,462 |