Plan Ledger DOL Form 5500 · updated monthly

Ati Industrial Automation, Inc.ESOP

ATI INDUSTRIAL AUTOMATION EMPLOYEE STOCK OWNERSHIP PLAN · APEX, NC · plan year 2022

Reported admin expense ratio · 2022
0.17%

Ati Industrial Automation, Inc. reported $28,164 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 819th-largest of 2,005 plans among North Carolina employers on file, and the 6,619th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$16,759,307
Participants with balances357
Active participants289
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$46,945
Benefits paid to participants$22,719,898
Plan auditUnmodified (clean) audit opinion
AuditorSTANCIL PC
Administrative expenses, itemized · 2022
Investment management$28,164
Total administrative$28,164
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$28,164 · 0.17%
Similar plansManufacturing · North Carolina
The Mitchell Gold Co. NC$17.1M · 0.55%
Jowat Corporation NC$16.9M · 0.16%
Noel Group, LLC NC$16.9M · 0.45%
Interroll Corporation NC$16.6M · 0.53%
Machine Specialties, Inc. NC$16.6M · 0.42%
Edwards Wood Products NC$16.5M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561666693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.