Plan Snapshot
- Plan Sponsor: Atwell, LLC
- Sponsor EIN: 271219822
- Sponsor Address: TWO TOWNE SQUARE, SOUTHFIELD, MI, 48076
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 1,357 | $110.0M | $3.2M | $10.0M |
| 2023 | 1,172 | $78.6M | $2.7M | $8.5M |
| 2022 | 1,054 | $49.8M | $2.1M | $6.5M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $152,049 | — | $152,049 |
| NFP RETIREMENT INC | Investment Advisor | $58,068 | — | $58,068 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- NFP RETIREMENT INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,117
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 |
|---|---|---|---|---|---|
| 2025 | $1,396,091 | — | $842 | — | — |
| 2024 | $210,217 | $88,116 | — | — | — |
| 2023 | $169,675 | $75,211 | — | — | — |
| 2022 | $140,049 | $33,350 | — | — | — |