# Atlas Healthcare, LLC DC Plan
Source: https://planprovider.pro/companies/atlas-healthcare-llc-plan

> Atlas Healthcare, LLC's DC plan: 3,685 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Atlas Healthcare, LLC

- **Sponsor EIN:** 842084149

- **Sponsor Address:** 1815 LAKEWOOD RD., SUITE 233, TOMS RIVER, NJ, 08753

- **Plan Type:** DC

- **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|PAYING AGENT|—|$14,175|$14,175|

| PARKWOOD ASSOCIATES INC.|PLAN ADMINISTRATOR|$13,000|—|$13,000|

| ALAN GOODMAN CPA PC|ACCOUNTANT/AUDITOR|$10,000|—|$10,000|

| LEVINE & ASSOCIATES|Auditor|$10,000|—|$10,000|

| CAMBRIDGE INVESTMENT RESEARCH|ADVISOR|$6,383|—|$6,383|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ALAN GOODMAN CPA PC](https://planprovider.pro/provider/alan-goodman-cpa-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,505

- **Estimated Expense Ratio:** 0.326% 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|—|—|—|—|

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