Plan Ledger DOL Form 5500 · updated monthly

Atc Management Inc401(k)

ATC 401(K) PLAN · WAUKESHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Atc Management Inc reported $145,298 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $5,436 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 fell from 0.080% to 0.075%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other utilities employers. By assets it is the 131st-largest of 1,936 plans among Wisconsin employers on file, and the 101st of 412 in utilities. In 2024, employees put in $2.69 for every $1.00 the employer contributed; active participation has grown from 511 to 587 since 2022.

Plan summary
Net assets, end of year$206,395,221
Participants with balances686
Active participants587
Employer contributions$3,190,893
Employee contributions$8,582,893
Employer contribution per active participant$5,436
Average account balance$300,868
Benefits paid to participants$13,078,470
Plan auditUnmodified (clean) audit opinion
AuditorCOLEMAN & WILLIAMS LTD
Plan history3
Yearassets · accounts · employer contribution
2024$206.4M · 686 accts · $3.2M emplr
2023$179.9M · 647 accts · $2.9M emplr
2022$155.6M · 634 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,716
Investment management$93,582
Audit (IQPA)$18,000
Total administrative$145,298
The Atc Management Inc 401(k) match · 2024
Employer contribution per active participant$5,436
Median for plans this size$3,635
2024$5,436 per active participant
2023$5,438 per active participant
2022$5,432 per active participant

Atc Management 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 · 20244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$59,759
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,826
AON INVESTMENTS USA INC. · Investment advisory (plan)$33,806
COLEMAN & WILLIAMS LTD · Accounting / audit$18,000

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$145,298 · 0.08%
2023$133,908 · 0.08%
2022$140,426 · 0.08%
All plans at this employer2
ATC 401(K) PLAN401(k)
ATC INDIVIDUAL ACCOUNT PENSION PLANMoney purchase plan
Same employer
Similar plansUtilities · Wisconsin
Wec Energy Group, Inc. WI$2.2B · 0.04%
Ecm Industries, LLC WI$48.0M · 0.25%
Total Mechanical, Inc. WI$17.5M · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391999363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.