Action Title Research LLC 401k Plan — Form 5500 plan (Atr Holding Company 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, Action Title Research LLC 401k Plan is a benefit plan reported by Atr Holding Company Inc under EIN 87-3842967 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $5,084,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atr Holding Company Inc
- EIN
- 87-3842967
- Plan number
- 001
- Plan type
- 2
- Location
- Hasbrouck Heights, NJ
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $5,084,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241015153922NAL0016779619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,084,884
- Net assets (EOY)
- $5,084,884
- Net assets (BOY)
- $4,115,446
Income & contributions
- Employer contributions
- $217,163
- Participant contributions
- $389,047
- Total contributions
- $607,552
- Total income / additions
- $1,177,813
Expenses & distributions
- Benefits paid
- $203,979
- Administrative expenses
- $4,396
- Total expenses
- $208,375
- Net increase / (decrease)
- $969,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance Company | INVESTMENT ADVISOR | $11,514 | $1,561 | 2023 |
| Kirill Gordeitchik | INVESTMENT ADVISOR | $1,803 | $8,000 | 2023 |
| Grove Point Investments LLC | INVESTMENT ADVISOR | not reported in the loaded dataset | $7,326 | 2023 |
| Active Core Cutom To Targetdate Cit | INVESTMENT ADVISOR | $1,072 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atr Holding Company Inc
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hasbrouck Heights, NJ
- Nationwide Life Insurance Company — Schedule C compensation
- Kirill Gordeitchik — Schedule C compensation
- Grove Point Investments LLC — Schedule C compensation
- Active Core Cutom To Targetdate Cit — Schedule C compensation