Plan Ledger DOL Form 5500 · updated monthly

Ati Payroll Services, LLC401(k)

ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Ati Payroll Services, LLC reported $131,055 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,410 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 has held roughly steady near 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,622nd-largest of 9,483 plans among California employers on file, and the 281st of 2,534 in administrative & support services. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,562,228
Participants with balances1,062
Active participants1,912
Employer contributions$2,696,756
Employee contributions$5,861,087
Employer contribution per active participant$1,410
Average account balance$52,318
Benefits paid to participants$9,116,355
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$55.6M · 1,062 accts · $2.7M emplr
2023$47.7M · 1,130 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,780
Investment management$59,275
Total administrative$131,055
The Ati Payroll Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,410
Median for plans this size$3,635
2024$1,410 per active participant
2023$1,623 per active participant

Ati Payroll Services, LLC's 2024 employer contribution ran below the $3,635 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$71,780
CREATIVE PLANNING HOLDCO, LLC · Recordkeeping · Trustee$59,275
ADP BROKER-DEALERindirect comp

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, CREATIVE PLANNING HOLDCO, LLC
2023ADP

This plan has changed recordkeepers within these filings. If you left Ati Payroll Services, LLC 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 history2
2024$131,055 · 0.25%
2023$117,043 · 0.26%
Similar plansAdministrative & Support Services · California
Sbm Management Services, LP CA$65.0M · 0.40%
Cryogenic Industries, Inc. CA$63.7M · 0.07%
Greenwaste Recovery, Inc. CA$61.8M · 0.40%
Family Tree Service, Inc. CA$46.6M · 0.04%
Cr&R Incorporated CA$46.0M · 0.33%
E.J.Harrison & Sons, Inc. CA$45.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930003212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.