Plan Ledger DOL Form 5500 · updated monthly

Atac401(k)

ATAC TAX SHELTERED SAVINGS PLAN · SANTA CLARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Atac reported $68,217 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $5,407 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 has held roughly steady near 0.138%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,731st-largest of 9,483 plans among California employers on file, and the 2,705th of 11,654 in professional & technical services. In 2024, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,392,040
Participants with balances112
Active participants67
Employer contributions$362,268
Employee contributions$942,551
Employer contribution per active participant$5,407
Average account balance$458,858
Benefits paid to participants$4,122,157
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU
Plan history3
Yearassets · accounts · employer contribution
2024$51.4M · 112 accts · $362K emplr
2023$47.3M · 117 accts · $365K emplr
2022$44.6M · 131 accts · $354K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,217
Total administrative$68,217
The Atac 401(k) match · 2024
Employer contribution per active participant$5,407
Median for plans this size$2,416
2024$5,407 per active participant
2023$5,290 per active participant
2022$4,985 per active participant

Atac's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241

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

Administrative cost history3
2024$68,217 · 0.14%
2023$62,868 · 0.14%
2022$64,966 · 0.14%
Similar plansProfessional & Technical Services · California
Higgs, Fletcher & Mack, LLP CA$52.5M · 0.06%
Notion Labs, Inc. CA$52.2M · 0.06%
Trailer Park, Inc. CA$52.0M · 0.19%
Deel, Inc. CA$51.5M · 0.19%
Infogain Corporation CA$51.1M · 0.00%
Liftoff Mobile, Inc. CA$50.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942599967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.