Plan Snapshot
- Plan Sponsor: Advanced Technology Recycling
- Sponsor EIN: 830345248
- Sponsor Address: 5060 COMMENCE PARK CIRCLE, PENSACOLA, FL, 32505
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $1.8M
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 | 144 | $1.8M | $115,151 | $302,068 |
| 2023 | 146 | $1.4M | $96,753 | $302,314 |
| 2022 | 112 | $1.2M | $62,493 | $241,537 |
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 |
|---|---|---|---|---|
| STRIEGEL KNOBLOCH & COMPANY, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $23,507 | — | $23,507 | — | — |
| 2023 | $18,277 | — | $18,277 | — | — |
| 2022 | $15,678 | — | $15,678 | — | — |