Plan Snapshot
- Plan Sponsor: Atlas Plumbing, LLC
- Sponsor EIN: 200563871
- Sponsor Address: 9095 OWENS COURT, MANASSAS PARK, VA, 201112393
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 103
- Total Assets: $547,203
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $547,203 | $1.3M | $431,047 |
| 2023 | 132 | $670,163 | $1.5M | $616,523 |
| 2022 | 166 | $448,852 | $1.4M | $678,676 |
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 |
|---|---|---|---|---|
| AETNA HEALTH PLANS | Other Service Provider | $56,266 | — | $56,266 |
| BROWN & BROWN INSURANCE OF VA | Investment Advisor | $55,606 | — | $55,606 |
| THE BENECON GROUP LLC | Investment Advisor | $24,023 | — | $24,023 |
| CONNECTCARE 3 | Other Service Provider | $7,526 | — | $7,526 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,421
- Estimated Expense Ratio: 26.210% 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 | $482,990 | $31,549 | $111,872 | — | — |
| 2023 | $514,264 | $34,729 | $131,947 | — | — |
| 2022 | $512,581 | $36,937 | $152,146 | — | — |