Plan Snapshot
- Plan Sponsor: Atonne Group LLC
- Sponsor EIN: 202973872
- Sponsor Address: 2000 CHICAGO DR SW, WYOMING, MI, 49519
- Plan Type: 401(k)
- Total Participants: 890
- Total Assets: $51.9M
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 | 890 | $51.9M | $1.3M | $3.5M |
| 2023 | 788 | $44.3M | $748,061 | $2.8M |
| 2022 | 820 | $38.9M | $727,103 | $2.7M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | NONE | $89,151 | — | $89,151 |
| CENTENNIAL SECURITIES CO | NONE | $67,295 | — | $67,295 |
| ERP SOUTHWEST LLC | NONE | $26,735 | — | $26,735 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — NONE
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,181
- Estimated Expense Ratio: 0.353% 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 | $183,181 | $67,295 | $26,735 | — | — |
| 2023 | $17,954 | — | — | $10,150 | — |
| 2022 | $16,370 | — | — | — | $16,350 |