Plan Snapshot
- Plan Sponsor: The Atlantic Monthly Group LLC
- Sponsor EIN: 043483736
- Sponsor Address: 610 WATER STREET SW, WASHINGTON, DC, 20024
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $63.9M
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 | 350 | $63.9M | $1.1M | $4.4M |
| 2023 | 338 | $52.7M | $1.2M | $4.4M |
| 2022 | 377 | $41.5M | $1.2M | $4.4M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $26,955 | — | $26,955 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,058 | — | $15,058 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,013
- Estimated Expense Ratio: 0.066% 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 | $16,523 | $42,013 | — | — | — |
| 2023 | $19,572 | $44,933 | — | — | — |
| 2022 | $13,772 | $13,442 | — | — | — |