Plan Snapshot
- Plan Sponsor: Atlantic Geoconstruction Holdings, INC.
- Sponsor EIN: 823690201
- Sponsor Address: 413 BROWNING CT, PURCELLVILLE, VA, 201326171
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 243 | $14.5M | $786,266 | $1.5M |
| 2023 | 195 | $11.3M | $555,982 | $1.3M |
| 2022 | 182 | $9.2M | $391,850 | $684,364 |
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 |
|---|---|---|---|---|
| WILMINGTON TRUST N.A. | Other Service Provider | $29,626 | — | $29,626 |
| JOHN HANCOCK | Recordkeeper | $22,586 | — | $22,586 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,212
- Estimated Expense Ratio: 0.360% 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 | $52,211 | $30,273 | $21,938 | — | — |
| 2023 | $33,424 | $19,392 | $14,032 | — | — |
| 2022 | — | — | — | — | — |