Plan Snapshot
- Plan Sponsor: Atlas Mechanical, INC.
- Sponsor EIN: 330467796
- Sponsor Address: 8260 SUITE B CAMINO SANTA FE, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $7.0M
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 | 249 | $7.0M | $65,000 | $1.1M |
| 2023 | 158 | $6.7M | $65,000 | $711,990 |
| 2022 | 141 | $5.6M | $50,000 | $784,682 |
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 |
|---|---|---|---|---|
| CWM LLC | INVESTMENT ADVISOR | $25,268 | — | $25,268 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $24,634 | — | $24,634 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,902
- Estimated Expense Ratio: 0.712% 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 | $51,112 | $26,478 | — | — | — |
| 2023 | $44,135 | $23,577 | — | — | — |
| 2022 | $43,301 | $21,670 | $19,476 | — | — |