Plan Snapshot
- Plan Sponsor: Atlas Technologies, INC.
- Sponsor EIN: 582349469
- Sponsor Address: 5416-A RIVERS AVE SUITE 105, NORTH CHARLESTON, SC, 29406
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $41.4M
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 | 349 | $41.4M | $1.4M | $2.8M |
| 2023 | 297 | $35.2M | $1.2M | $2.5M |
| 2022 | 283 | $28.6M | $1.0M | $2.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $45,221 | — | $45,221 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $41,281 | — | $41,281 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $31,978 | — | $31,978 |
| WELLTH ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $22,945 | — | $22,945 |
| DCPAS LLC DBA DAVIS & COMPANY CPAS | AUDITOR | $10,900 | — | $10,900 |
| DAVIS & COMPANY | Auditor | $10,900 | — | $10,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIS & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,225
- Estimated Expense Ratio: 0.395% 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 | $156,663 | $96,204 | — | $10,900 | — |
| 2023 | $132,735 | $86,818 | — | $10,400 | — |
| 2022 | $147,249 | — | $147,249 | — | — |