# Atw Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/atw-companies-inc-401k-plan

> Atw Companies, INC.'s 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Atw Companies, INC.

- **Sponsor EIN:** 050234070

- **Sponsor Address:** 55 SERVICE AVENUE, WARWICK, RI, 02886

- **Plan Type:** 401(k)

- **Total Participants:** 164

- **Total Assets:** $21.7M

## 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|164|$21.7M|$294,404|$1.0M|

| 2023|190|$20.1M|$345,351|$1.1M|

| 2022|204|$17.8M|$368,016|$1.0M|

## 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|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$39,059|—|$39,059|

| ADP, INC.|RECORD KEEPER|$27,398|—|$27,398|

| SANSIVERI, KIMBALL & CO., L.L.P|ACCOUNTANT|$10,600|—|$10,600|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,057

- **Estimated Expense Ratio:** 0.355% 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|$77,058|$49,659|—|—|—|

| 2023|$74,579|$40,093|—|—|—|

| 2022|$76,359|—|—|—|—|

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