Plan Snapshot
- Plan Sponsor: Atlantic Testing Laboratories, Limited
- Sponsor EIN: 161109111
- Sponsor Address: 6431 US HWY 11, CANTON, NY, 136173979
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $22.6M
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 | 246 | $22.6M | $235,887 | $1.5M |
| 2023 | 239 | $19.6M | $179,302 | $1.3M |
| 2022 | 203 | $15.1M | $193,088 | $1.2M |
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 |
|---|---|---|---|---|
| LUTZ, SELIG & ZERONDA, CPAS, L.L.P. | Auditor | $15,950 | — | $15,950 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,950
- Estimated Expense Ratio: 0.071% 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 | $129,498 | — | $113,548 | $15,950 | — |
| 2023 | $88,084 | — | $88,084 | — | — |
| 2022 | $84,032 | — | $84,032 | — | — |