Plan Snapshot
- Plan Sponsor: Atx Networks (Dallas) Corp.
- Sponsor EIN: 800223540
- Sponsor Address: 3300 BRECKINRIDGE BLVD, DULUTH, GA, 30096
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $27.9M
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 | 112 | $27.9M | $604,737 | $1.5M |
| 2023 | 108 | $23.4M | $638,385 | $1.6M |
| 2022 | 96 | $18.1M | $523,307 | $1.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $37,114 | — | $37,114 |
| NFP RETIREMENT INC | ADVISOR | $35,890 | — | $35,890 |
| HASKELL & WHITE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NFP RETIREMENT INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,004
- Estimated Expense Ratio: 0.262% 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 | $73,004 | $35,890 | — | — | — |
| 2023 | $60,501 | $29,419 | — | — | — |
| 2022 | $58,486 | — | — | — | — |