Plan Snapshot
- Plan Sponsor: Atlantis Management Group, LLC
- Sponsor EIN: 472434812
- Sponsor Address: 555 S. COLUMBUS AVE. SUITE 201, MT. VERNON, NY, 10550
- Plan Type: 401(k)
- Total Participants: 599
- Total Assets: $5.9M
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 | 599 | $5.9M | $417,425 | $1.1M |
| 2023 | 548 | $4.8M | $370,449 | $879,221 |
| 2022 | 663 | $3.8M | $351,717 | $738,071 |
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 |
|---|---|---|---|---|
| COHN REZNICK LLP | 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 | $69,937 | $461 | — | — | — |
| 2023 | $51,988 | — | — | — | — |
| 2022 | $45,303 | — | — | — | — |