Plan Snapshot
- Plan Sponsor: Ats Corporation
- Sponsor EIN: 310882540
- Sponsor Address: 7115 GREEN MEADOWS DRIVE, LEWIS CENTER, OH, 43035
- Plan Type: 401(k)
- Total Participants: 1,471
- Total Assets: $175.4M
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 | 1,471 | $175.4M | $4.5M | $11.0M |
| 2023 | 1,500 | $159.4M | $4.5M | $10.7M |
| 2022 | 930 | $96.8M | $2.8M | $6.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $174,578 | — | $174,578 |
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $80,000 | — | $80,000 |
| HBK CPAS & CONSULTANTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- HBK CPAS & CONSULTANTS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,578
- Estimated Expense Ratio: 0.145% 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 | $254,562 | $94,261 | — | — | — |
| 2023 | $279,768 | $104,122 | — | — | — |
| 2022 | $198,575 | — | — | — | — |