Plan Snapshot
- Plan Sponsor: Atlas Data Systems, LLC
- Sponsor EIN: 223564176
- Sponsor Address: 400 CONNELL DRIVE, BERKELEY HEIGHTS, NJ, 07922
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 241 | $15.1M | $0 | $2.0M |
| 2023 | 270 | $12.9M | $0 | $2.1M |
| 2022 | 329 | $11.0M | $0 | $2.2M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL - RPCP | Recordkeeper | $57,646 | — | $57,646 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $27,349 | — | $27,349 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL - RPCP — Recordkeeper
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,995
- Estimated Expense Ratio: 0.565% 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 | $84,995 | $57,646 | $27,349 | — | — |
| 2023 | $93,983 | $52,173 | $41,810 | — | — |
| 2022 | $81,891 | $47,263 | $34,628 | — | — |