Plan Snapshot
- Plan Sponsor: Atlantic Tractor, LLC
- Sponsor EIN: 201610420
- Sponsor Address: 621 MORGNEC ROAD, CHESTERTOWN, MD, 21620
- Plan Type: 401(k)
- Total Participants: 372
- Total Assets: $28.9M
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 | 372 | $28.9M | $604,470 | $1.6M |
| 2023 | 425 | $28.0M | $575,155 | $1.5M |
| 2022 | 417 | $26.2M | $533,846 | $1.5M |
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 |
|---|---|---|---|---|
| PKS & COMPANY, P.A. | 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 |
|---|---|---|---|---|---|
| 2024 | $105,699 | — | $105,699 | — | — |
| 2023 | $89,197 | — | $89,197 | — | — |
| 2022 | $90,022 | — | $90,022 | — | — |