# Atomic Design, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/atomic-design-inc-232758268-501

> Atomic Design, INC.'s Health & Welfare plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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