Plan Ledger DOL Form 5500 · updated monthly

Atlas Capital Services, Inc.401(k)

ATLAS BUTLER 401(K) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Atlas Capital Services, Inc. reported $52,823 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $1,210 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 0.68% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Ohio (2,049th of 3,295), and 3,190th of 5,337 in construction. In 2024, employees put in $5.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,362,179
Participants with balances178
Active participants142
Employer contributions$171,842
Employee contributions$922,970
Employer contribution per active participant$1,210
Average account balance$52,597
Benefits paid to participants$994,254
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 178 accts · $172K emplr
2023$8.2M · 180 accts · $165K emplr
2022$7.1M · 173 accts · $151K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,243
Investment management$24,580
Total administrative$52,823
The Atlas Capital Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,210
Median for plans this size$1,313
2024$1,210 per active participant
2023$1,114 per active participant
2022$1,071 per active participant

Atlas Capital Services, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
EVERHART FINANCIAL GROUP INC EVERHA · Investment advisory (plan)$24,580

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$52,823 · 0.60%
2023$45,288 · 0.59%
2022$51,824 · 0.68%
Same employer
Similar plansConstruction · Ohio
Obr Cooling Towers, Inc. OH$10.3M · 0.24%
Hilltop Energy, Inc. OH$10.1M · 0.42%
Beacon Electric Company OH$9.7M · 0.72%
Aeroseal, LLC OH$9.3M · 0.13%
Chemcote, Inc. OH$9.1M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311269810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.