Plan5500

Ats 401(K) Plan — Form 5500 plan (Ats Esop Holdings, 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, Ats 401(K) Plan is a benefit plan reported by Ats Esop Holdings, Inc. under EIN 84-4088111 and plan number 001. The latest loaded filing year is 2023. The filing reports 661 participants and $79,606,872 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ats Esop Holdings, Inc.
EIN
84-4088111
Plan number
001
Plan type
2
Location
Reston, VA
Latest filing year
2023
Participants
661
End-of-year plan assets
$79,606,872

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023661H, C20241011100947NAL0036613072002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,606,872
Net assets (EOY)
$79,606,872
Net assets (BOY)
$63,115,726

Income & contributions

Employer contributions
$3,950,605
Participant contributions
$6,770,171
Total contributions
$12,175,937
Total income / additions
$23,746,175

Expenses & distributions

Benefits paid
$7,111,135
Administrative expenses
$150,427
Total expenses
$7,255,029
Net increase / (decrease)
$16,491,146

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$82,320$02023
Raymond James Financial ServicesINVESTMENT ADVISORY$68,108$122023
CrossplansOTHER SERVICES$0$23,6372023
Brontide LLCACCOUNTANT$0$18,3052023
Morningstar Investment MgmtINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages