Atc 401(K) Plan — Form 5500 plan (Atc Management Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Atc 401(K) Plan is a benefit plan reported by Atc Management Inc under EIN 39-1999363 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $179,949,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atc Management Inc
- EIN
- 39-1999363
- Plan number
- 001
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $179,949,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20250807075514NAL0004733872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $179,949,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $179,949,884
- Net assets (BOY)
- $155,599,896
Income & contributions
- Employer contributions
- $2,919,987
- Participant contributions
- $8,025,405
- Total contributions
- $11,728,381
- Total income / additions
- $41,632,326
Expenses & distributions
- Benefits paid
- $17,148,430
- Administrative expenses
- $133,908
- Total expenses
- $17,282,338
- Net increase / (decrease)
- $24,349,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $54,384 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $47,650 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $32,290 | $0 | 2023 |