Plan Snapshot
- Plan Sponsor: Atlas Distributing, INC.
- Sponsor EIN: 043247811
- Sponsor Address: 44 SOUTHBRIDGE ST, AUBURN, MA, 01501
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $20.2M
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 | 100 | $20.2M | $302,061 | $604,996 |
| 2023 | 74 | $16.9M | $305,353 | $544,591 |
| 2022 | 74 | $14.0M | $281,112 | $541,604 |
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 |
|---|---|---|---|---|
| GREENBERG,ROSENBLATT,KULL & BITSOLI | 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 | -$1,187 | — | $300 | — | — |
| 2023 | $1,688 | — | — | — | — |
| 2022 | $788 | — | $788 | — | — |