Plan Snapshot
- Plan Sponsor: Atmi Precast
- Sponsor EIN: 363674352
- Sponsor Address: 960 RIDGEWAY AVE, AURORA, IL, 60506
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $6.7M
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 | 269 | $6.7M | $222,567 | $467,037 |
| 2023 | 254 | $6.2M | $243,258 | $495,637 |
| 2022 | 264 | $4.7M | $226,970 | $472,003 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $22,426 | — | $22,426 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $18,796 | — | $18,796 |
| MCCULLOUGH , ROSSI & CO, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,222
- Estimated Expense Ratio: 0.620% 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 | $43,883 | $25,087 | — | — | — |
| 2023 | $35,156 | $20,041 | — | — | — |
| 2022 | $36,097 | — | $36,097 | — | — |