Plan Snapshot
- Plan Sponsor: Cardtronics Usa, INC.
- Sponsor EIN: 760419117
- Sponsor Address: 864 SPRING ST NW, ATLANTA, GA, 30308
- Plan Type: DB
- Total Participants: 312
- Total Assets: $991.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 312 | $991.7M | $0 | $0 |
| 2023 | 769 | $1.1B | $144.0M | $0 |
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 |
|---|---|---|---|---|
| TOWERS WATSON | Other Service Provider | $634,569 | — | $634,569 |
| FID INV INST OPS CO | Recordkeeper | $615,541 | — | $615,541 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Recordkeeper | $136,794 | — | $136,794 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $136,297 | — | $136,297 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $128,119 | — | $128,119 |
| AON CONSULTING | Recordkeeper | $70,529 | — | $70,529 |
| CARR, RIGGS, & INGRAM, LLC | Other Service Provider | $60,500 | — | $60,500 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $43,812 | — | $43,812 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $6,056 | — | $6,056 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS LLC — Recordkeeper
- AON CONSULTING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,832,217
- Estimated Expense Ratio: 0.185% 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 | $11,233,080 | $314,781 | — | $60,500 | — |
| 2023 | $12,220,830 | -$297,473 | — | $52,950 | — |