Plan Snapshot
- Plan Sponsor: Atlas Travel & Technology Group, INC.
- Sponsor EIN: 042927622
- Sponsor Address: 200 DONALD LYNCH BLVD, MARLBOROUGH, MA, 01752
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $17.3M
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 | 195 | $17.3M | $431,392 | $917,160 |
| 2023 | 167 | $15.0M | $328,667 | $726,781 |
| 2022 | 131 | $11.9M | $0 | $543,389 |
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 |
|---|---|---|---|---|
| STOWE & DEGON, LLC | AUDITOR | $13,600 | — | $13,600 |
| BOULAY DONNELLY & SUPOVITZ CONS GRP | TPA | $8,675 | — | $8,675 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,275
- Estimated Expense Ratio: 0.129% 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 | $24,250 | — | $8,675 | $13,600 | — |
| 2023 | $22,965 | — | $7,730 | $14,185 | — |
| 2022 | $22,298 | — | — | — | $22,298 |