Plan Snapshot
- Plan Sponsor: Atlas Healthcare, LLC
- Sponsor EIN: 842084149
- Sponsor Address: 1815 LAKEWOOD RD., SUITE 233, TOMS RIVER, NJ, 08753
- Plan Type: 401(k)
- Total Participants: 3,685
- Total Assets: $27.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3,685 | $27.5M | $445,862 | $2.3M |
| 2023 | 2,778 | $19.3M | $420,995 | $1.5M |
| 2022 | 1,294 | $16.0M | $83,441 | $372,936 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $35,947 | — | $35,947 |
| NATIONAL FINANCIAL SERVICES LLC | Other Service Provider | — | $14,175 | $14,175 |
| PARKWOOD ASSOCIATES INC. | Recordkeeper | $13,000 | — | $13,000 |
| ALAN GOODMAN CPA PC | Auditor | $10,000 | — | $10,000 |
| CAMBRIDGE INVESTMENT RESEARCH | Investment Advisor | $6,383 | — | $6,383 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- ALAN GOODMAN CPA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,505
- Estimated Expense Ratio: 0.289% 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 | $66,430 | $6,383 | — | $10,000 | — |
| 2023 | $52,927 | — | — | $20,000 | — |
| 2022 | $9,423 | — | — | — | — |