Plan Snapshot
- Plan Sponsor: Atrium Consulting And Management Services LLC
- Sponsor EIN: 461328706
- Sponsor Address: 26 MAIN STREET, EDISON, NJ, 08837
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 20
- Total Assets: $7.7M
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. |
|---|---|---|---|---|
| 2023 | 20 | $7.7M | $3,213 | $64,658 |
| 2022 | 155 | $11.8M | $0 | $401,031 |
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 |
|---|---|---|---|---|
| RETIREWELL ADMINISTRATORS, INC. | Recordkeeper | $84,834 | — | $84,834 |
| LINCOLN NATIONAL CORPORATION | Recordkeeper | $76,496 | — | $76,496 |
| ANTHONY L SCIALABBA | ERISA Attorney | $59,592 | — | $59,592 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,922
- Estimated Expense Ratio: 2.861% 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 |
|---|---|---|---|---|---|
| 2023 | $220,922 | — | $84,834 | — | — |
| 2022 | $140,029 | $140,029 | — | — | — |