# The Atlantic Monthly Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-atlantic-monthly-group-llc-401k-plan

> The Atlantic Monthly Group LLC's 401(k) plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|

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