Plan Snapshot
- Plan Sponsor: Atomic Design, INC.
- Sponsor EIN: 232758268
- Sponsor Address: 10 WYNFIELD DRIVE, LITITZ, PA, 17543
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $9.0M
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 | 127 | $9.0M | $335,793 | $539,092 |
| 2023 | 145 | $7.5M | $325,859 | $530,972 |
| 2022 | 124 | $6.1M | $249,397 | $429,891 |
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 |
|---|---|---|---|---|
| SAVANT CAPITAL LLC DBA SAVANT WEATL | Investment Advisor | $27,426 | — | $27,426 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $26,364 | — | $26,364 |
| PA RETIREMENT SOLUTIONS | Recordkeeper | $5,960 | $8,221 | $14,181 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,971
- Estimated Expense Ratio: 0.756% 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 | $90,219 | $27,426 | — | — | — |
| 2023 | $71,788 | $48,850 | $2,765 | — | — |
| 2022 | $65,061 | $21,966 | $43,095 | — | — |