Plan Snapshot
- Plan Sponsor: Atradius Trade Credit Insurance
- Sponsor EIN: 521807914
- Sponsor Address: 211 SCHILLING CIRCLE, SUITE 200, HUNT VALLEY, MD, 21031
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $41.9M
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 | 133 | $41.9M | $1.4M | $1.4M |
| 2023 | 128 | $35.2M | $1.3M | $1.2M |
| 2022 | 121 | $27.7M | $1.1M | $1.1M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $19,100 | — | $19,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,100
- Estimated Expense Ratio: 0.046% 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 | $87,299 | $35,000 | — | $19,100 | — |
| 2023 | $77,847 | — | — | $18,450 | — |
| 2022 | $88,727 | $30,000 | — | — | $35,624 |