Plan Snapshot
- Plan Sponsor: Atalys LLC
- Sponsor EIN: 882793261
- Sponsor Address: 1667 EMERSON ST, ROCHESTER, NY, 14606
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $39.9M
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 | 361 | $39.9M | $459,230 | $1.6M |
| 2023 | 238 | $11.7M | $282,982 | $1.1M |
| 2022 | 236 | $9.2M | $92,328 | $312,611 |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | RECORDKEEPER | $52,355 | — | $52,355 |
| EVERHART FINANCIAL GROUP INC EVERHA | INVESTMENT ADVISOR | $22,077 | — | $22,077 |
| BARNES, DENNIG, & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES, DENNIG, & CO., LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,432
- Estimated Expense Ratio: 0.186% 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 | $78,975 | $26,620 | — | — | — |
| 2023 | $36,606 | $9,808 | — | — | — |
| 2022 | $3,881 | — | $3,881 | — | — |