Plan Ledger DOL Form 5500 · updated monthly

Ata Services, Inc.401(k)

ATA SERVICES, INC. 401(K) PLAN · LAKEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
5.67%

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

Ata Services, Inc. reported $84,193 in plan administrative expenses for 2024: 5.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $556 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 3.25% to 5.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Colorado (1,298th of 1,461), and 2,014th of 2,534 in administrative & support services. In 2024, employees put in $4.08 for every $1.00 the employer contributed; active participation has grown from 68 to 124 since 2022.

Plan summary
Net assets, end of year$1,650,613
Participants with balances142
Active participants124
Employer contributions$68,913
Employee contributions$281,204
Employer contribution per active participant$556
Average account balance$11,624
Benefits paid to participants$102,613
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.7M · 142 accts · $69K emplr
2023$1.3M · 134 accts · $66K emplr
2022$1.1M · 111 accts · $54K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,226
Investment management$6,717
Audit (IQPA)$26,250
Total administrative$84,193
The Ata Services, Inc. 401(k) match · 2024
Employer contribution per active participant$556
Median for plans this size$1,313
2024$556 per active participant
2023$565 per active participant
2022$790 per active participant

Ata Services, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$51,226
MOSS ADAMS, LLP · Recordkeeping · Pension consulting$26,250
COMMONWEALTH EQUITY SERVICES, INC. · Recordkeeping · Pension consulting$6,717

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

Recordkeeper by year2
2024ADP, COMMONWEALTH EQUITY SERVICES, INC., MOSS ADAMS, LLP
2023ADP, COMMONWEALTH EQUITY SERVICES, INC., LMATA GOVERNMENT SERVICES LLC

This plan has changed recordkeepers within these filings. If you left Ata Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$84,193 · 5.67%
2023$63,050 · 5.27%
2022$35,657 · 3.25%
Similar plansAdministrative & Support Services · Colorado
Timberline One CO$3.1M · 0.69%
Syscom, Inc. CO$2.9M · 2.37%
Enscicon Corporation CO$2.4M · 0.81%
Employment Commons Lca CO$1.5M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841250323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.