Plan Snapshot
- Plan Sponsor: Ats Esop Holdings, INC.
- Sponsor EIN: 844088111
- Sponsor Address: 11091 SUNSET HILLS ROAD, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 571
- Total Assets: $102.6M
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 | 571 | $102.6M | $4.9M | $8.4M |
| 2023 | 536 | $79.6M | $4.0M | $6.8M |
| 2022 | 495 | $63.1M | $3.6M | $6.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $95,827 | — | $95,827 |
| RAYMOND JAMES FINANCIAL SERVICES | INVESTMENT ADVISORY | $81,346 | $17 | $81,363 |
| CROSSPLANS | OTHER SERVICES | — | $37,023 | $37,023 |
| BRONTIDE LLC | ACCOUNTANT | — | $16,160 | $16,160 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — INVESTMENT ADVISORY
- BRONTIDE LLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $230,373
- Estimated Expense Ratio: 0.224% 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 | $177,173 | $81,346 | $95,827 | — | — |
| 2023 | $150,427 | $68,107 | $82,320 | — | — |
| 2022 | $148,174 | $54,452 | $85,341 | — | $7,679 |