Plan Snapshot
- Plan Sponsor: Atlantic Tool & Die Company
- Sponsor EIN: 340680903
- Sponsor Address: 19963 PROGRESS DR, STRONGSVILLE, OH, 44149
- Plan Type: 401(k)
- Total Participants: 334
- Total Assets: $20.5M
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 | 334 | $20.5M | $534,999 | $1.5M |
| 2023 | 329 | $17.6M | $478,723 | $1.3M |
| 2022 | 337 | $14.4M | $422,624 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $54,993 | — | $54,993 |
| UBS FINANCIAL SERVICES INC | ADVISOR | $44,902 | — | $44,902 |
| PEASE BELL CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- UBS FINANCIAL SERVICES INC — ADVISOR
- PEASE BELL CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,895
- Estimated Expense Ratio: 0.487% 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 | $99,895 | $44,902 | — | — | — |
| 2023 | $83,882 | $37,439 | — | — | — |
| 2022 | $83,639 | — | — | — | — |