Plan Ledger DOL Form 5500 · updated monthly

Advanced Technology International403(b)

ADVANCED TECHNOLOGY INTERNATIONAL 403(B) RETIREMENT PLAN · SUMMERVILLE, SC · plan year 2025

Reported admin expense ratio · 2025
0.10%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Advanced Technology International reported $55,799 in plan administrative expenses for 2025: 0.10% of average plan assets, below the peer median. Employer contributions averaged $7,176 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.09% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 90th-largest of 807 plans among South Carolina employers on file, and the 2,253rd of 11,654 in professional & technical services. In 2025, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 330 to 381 since 2022.

Plan summary
Net assets, end of year$63,154,711
Participants with balances441
Active participants381
Employer contributions$2,734,127
Employee contributions$3,406,104
Employer contribution per active participant$7,176
Average account balance$143,208
Benefits paid to participants$6,916,104
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$63.2M · 441 accts · $2.7M emplr
2024$54.3M · 407 accts · $2.4M emplr
2023$48.9M · 390 accts · $2.3M emplr
2022$38.8M · 372 accts · $2.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$55,799
Total administrative$55,799
Employer contributions to the Advanced Technology International plan · 2025
Employer contribution per active participant$7,176
Median for plans this size$4,093
2025$7,176 per active participant
2024$6,562 per active participant
2023$6,632 per active participant
2022$6,270 per active participant

Advanced Technology International's 2025 employer contribution ran above the $4,093 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$55,798
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$55,799 · 0.10%
2024$46,741 · 0.09%
2023$35,970 · 0.08%
2022$35,595 · 0.09%
Same employer
Similar plansProfessional & Technical Services · South Carolina
Terminix Service, Inc. SC$98.1M · 0.18%
Nutramax Laboratories, Inc. SC$74.1M · 0.19%
LS3P Associates LTD. SC$72.3M · 0.17%
Mercedes-Benz Vans, LLC SC$54.0M · 0.49%
Signum , LLC SC$48.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571067151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.