# Atlas Mechanical, INC. 401(k) Plan
Source: https://planprovider.pro/companies/atlas-mechanical-inc-401k-plan

> Atlas Mechanical, INC.'s 401(k) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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