Plan Snapshot
- Plan Sponsor: Atlas Signs Holdings, INC.
- Sponsor EIN: 650412394
- Sponsor Address: 1077 W BLUE HERON BLVD, RIVIERA BEACH, FL, 33404
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 264 | $4.9M | $411,139 | $806,365 |
| 2023 | 267 | $3.5M | $356,602 | $680,041 |
| 2022 | 220 | $2.1M | $278,398 | $540,964 |
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 |
|---|---|---|---|---|
| GREENLINE WEALTH MANAGEMENT | Investment Advisor | $19,800 | — | $19,800 |
| CPI QUALIFIED PLAN CONSULTANTS | Recordkeeper | $10,818 | — | $10,818 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,618
- Estimated Expense Ratio: 0.627% 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 | $31,428 | $19,800 | — | — | — |
| 2023 | $21,640 | — | $13,611 | — | — |
| 2022 | $15,443 | — | $15,443 | — | — |