Plan Snapshot
- Plan Sponsor: Atr International INC.
- Sponsor EIN: 770195781
- Sponsor Address: 2804 MISSION COLLEGE BLVD. STE. 120, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 159 | $16.8M | $16,138 | $305,141 |
| 2023 | 191 | $14.9M | $65,258 | $444,939 |
| 2022 | 199 | $12.0M | $85,733 | $550,247 |
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 |
|---|---|---|---|---|
| PETRINOVICH PUGH & CO. LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,438 | $1,575 | — | — | — |
| 2023 | $3,452 | $2,608 | — | — | — |
| 2022 | $3,607 | $2,738 | — | — | — |