Atc Drivetrain, LLC Retirement Plan — Form 5500 plan (Atc Drivetrain, LLC)
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 Drivetrain, LLC Retirement Plan is a benefit plan reported by Atc Drivetrain, LLC under EIN 90-0857545 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,033 participants and $34,690,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atc Drivetrain, LLC
- EIN
- 90-0857545
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 1,033
- End-of-year plan assets
- $34,690,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,033 | H, C | 20241022142304NAL0002520385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,690,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,690,506
- Net assets (BOY)
- $28,990,520
Income & contributions
- Employer contributions
- $1,084,153
- Participant contributions
- $2,198,921
- Total contributions
- $3,382,096
- Total income / additions
- $8,553,540
Expenses & distributions
- Benefits paid
- $2,648,185
- Administrative expenses
- $137,728
- Total expenses
- $2,853,554
- Net increase / (decrease)
- $5,699,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $82,846 | $0 | 2023 |
| Mercer Investment Management, Inc. | INVESTMENT/FINANCIAL ADVI | $45,167 | $0 | 2023 |
| Baker Tilly Virchow Krause, Llp | ACCOUNTANT | $9,712 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atc Drivetrain, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Adp, Inc. — Schedule C compensation
- Mercer Investment Management, Inc. — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation