Plan Ledger DOL Form 5500 · updated monthly

Ati Holdings, LLC401(k)

ATI HOLDINGS, LLC 401(K) PROFIT SHARING PLAN · BOLINGBROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Ati Holdings, LLC reported $580,718 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $803 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 0.35% to 0.23%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 255th-largest of 3,702 plans among Illinois employers on file, and the 526th of 11,911 in health care & social assistance. In 2024, employees put in $3.99 for every $1.00 the employer contributed; active participation has grown from 5,886 to 6,837 since 2022.

Plan summary
Net assets, end of year$274,383,244
Participants with balances4,861
Active participants6,837
Employer contributions$5,487,899
Employee contributions$21,877,673
Employer contribution per active participant$803
Average account balance$56,446
Benefits paid to participants$20,040,453
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$274.4M · 4,861 accts · $5.5M emplr
2023$228.2M · 4,635 accts · $5.4M emplr
2022$183.2M · 4,541 accts · $4.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$523,607
Investment management$25,000
Audit (IQPA)$32,111
Total administrative$580,718
The Ati Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$803
Median for plans this size$4,294
2024$803 per active participant
2023$839 per active participant
2022$832 per active participant

Ati Holdings, LLC's 2024 employer contribution ran below the $4,294 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$532,232
CROWE LLP · Accounting / audit$32,111
CAPTIAL STRATAGIES INVES · Investment advisory (plan)$25,000

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$580,718 · 0.23%
2023$558,140 · 0.27%
2022$695,687 · 0.35%
Similar plansHealth Care & Social Assistance · Illinois
Rush Copley Medical Center IL$312.8M · 0.17%
Select Rehabilitation, LLC IL$278.9M · 0.05%
Oak Street Health Mso, LLC IL$199.0M · 0.29%
Riverside Healthcare IL$195.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200619466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.