Plan Snapshot
- Plan Sponsor: Atlas Capital Services, INC.
- Sponsor EIN: 311269810
- Sponsor Address: 4849 EVANSWOOD DRIVE, COLUMBUS, OH, 43229
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $9.4M
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 | 142 | $9.4M | $171,842 | $922,970 |
| 2023 | 148 | $8.2M | $164,930 | $884,054 |
| 2022 | 141 | $7.1M | $151,029 | $882,929 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — Auditor
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 | $52,823 | $24,580 | — | — | — |
| 2023 | $45,288 | $22,794 | — | — | — |
| 2022 | $51,824 | — | $51,824 | — | — |