Plan Ledger DOL Form 5500 · updated monthly

Ata Engineering, Inc.401(k)

ATA ENGINEERING, INC. 401(K) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Ata Engineering, Inc. reported $44,001 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,002 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 2 years on file its reported administrative ratio rose from 0.05% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,198th-largest of 9,483 plans among California employers on file, and the 1,825th of 11,654 in professional & technical services. In 2024, employees put in $3.08 for every $1.00 the employer contributed; active participation has grown from 197 to 223 since 2022.

Plan summary
Net assets, end of year$80,029,400
Participants with balances252
Active participants223
Employer contributions$1,115,349
Employee contributions$3,431,670
Employer contribution per active participant$5,002
Average account balance$317,577
Benefits paid to participants$979,716
Plan auditUnmodified (clean) audit opinion
AuditorLAVINE LOFGREN MORRIS&ENGELBERG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$80.0M · 252 accts · $1.1M emplr
2023$65.9M · 241 accts · $1.1M emplr
2022$52.5M · 222 accts · $745K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,993
Investment management$8
Total administrative$44,001
The Ata Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$5,002
Median for plans this size$3,635
2024$5,002 per active participant
2023$4,973 per active participant
2022$3,781 per active participant

Ata Engineering, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$44,019
CHARLES SCHWAB & CO., INC. · Securities brokerage$188

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$44,001 · 0.06%
2023$33,753 · 0.06%
2022$29,843 · 0.05%
All plans at this employer2
ATA ENGINEERING, INC. 401(K) RETIREMENT PLAN401(k)
ATA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · California
Corcept Therapeutics CA$81.4M · 0.03%
Interior Architects Inc. CA$80.9M · 0.06%
Best Best & Krieger LLP CA$79.7M · 0.22%
Lpa, Inc. CA$79.5M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330900801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.