Plan Snapshot
- Plan Sponsor: Atomic Design, INC.
- Sponsor EIN: 232758268
- Sponsor Address: 10 WYNFIELD DRIVE, LITITZ, PA, 17543
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 120
- Total Assets: $144,130
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $144,130 | $1.5M | $314,738 |
| 2023 | 135 | $236,936 | $1.3M | $300,537 |
| 2022 | 113 | $213,823 | $1.0M | $235,456 |
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 |
|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES INC. | Investment Advisor | $50,524 | — | $50,524 |
| THE BENECON GROUP | Investment Advisor | $28,683 | — | $28,683 |
| CONNECTCARE 3 | Other Service Provider | $8,099 | — | $8,099 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,306
- Estimated Expense Ratio: 60.574% 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 | $233,038 | — | $233,038 | — | — |
| 2023 | $1,659,255 | — | — | — | — |
| 2022 | $1,414,224 | — | — | — | — |