Plan Snapshot
- Plan Sponsor: Atlas Technical Consultants, LLC
- Sponsor EIN: 822810953
- Sponsor Address: 8911 NORTH CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 3,506
- Total Assets: $326.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,506 | $326.2M | $10.6M | $21.3M |
| 2023 | 3,401 | $289.5M | $8.8M | $18.2M |
| 2022 | 3,158 | $237.1M | $7.6M | $15.9M |
| 2020 | 2,469 | $226.9M | $0 | $0 |
| 2019 | 959 | $40.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | NONE | $410,977 | — | $410,977 |
| BAKER TILLY US, LLP | Auditor | $94,702 | — | $94,702 |
| BAKER TILLY VIRCHOW KRAUSE, LLP | NONE | $90,914 | — | $90,914 |
| CREATIVE PLANNING HOLDCO, LLC | NONE | $60,375 | — | $60,375 |
| RPS RETIREMENT PLAN ADVISORS | NONE | $60,375 | — | $60,375 |
| MID ATLANTIC TRUST COMPANY | NONE | $59,854 | — | $59,854 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — NONE
- BAKER TILLY US, LLP — Auditor
- CREATIVE PLANNING HOLDCO, LLC — NONE
- RPS RETIREMENT PLAN ADVISORS — NONE
- MID ATLANTIC TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $777,197
- Estimated Expense Ratio: 0.238% 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 | $702,892 | $140,480 | $407,856 | $94,702 | — |
| 2023 | $548,790 | $105,000 | $237,839 | — | — |
| 2022 | $507,425 | $105,000 | $402,425 | — | — |
| 2020 | $362,615 | — | $362,615 | — | — |
| 2019 | $74,540 | — | $74,540 | — | — |