# Atlantic Tool & Die Company 401(k) Plan
Source: https://planprovider.pro/companies/atlantic-tool-die-company-401k-plan

> Atlantic Tool & Die Company's 401(k) plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [PEASE BELL CPAS, LLC](https://planprovider.pro/provider/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|—|—|—|—|

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