Plan Snapshot
- Plan Sponsor: Ataraxis Peo
- Sponsor EIN: 341838779
- Sponsor Address: 3725 MEDINA ROAD, MEDINA, OH, 44256
- Plan Type: 401(k)
- Total Participants: 315
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 315 | $9.6M | $299,688 | $616,856 |
| 2023 | 309 | $9.1M | $281,754 | $597,357 |
| 2022 | 368 | $7.8M | $230,059 | $615,641 |
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 |
|---|---|---|---|---|
| SIKICH CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA, LLC — Auditor
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 | $76,234 | — | — | — | — |
| 2023 | $79,969 | — | — | — | — |
| 2022 | $77,144 | $30,408 | $32,639 | — | $14,097 |