# Ats Esop Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ats-esop-holdings-inc-401k-plan

> Ats Esop Holdings, INC.'s 401(k) plan: 571 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADVISORY

- [BRONTIDE LLC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ats-esop-holdings-inc-401k-plan)

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