Plan Ledger DOL Form 5500 · updated monthly

Atlas Data Systems, LLC401(k)

ATLAS DATA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN · BERKELEY HEIGHTS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.61%

Atlas Data Systems, LLC reported $84,995 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. 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 0.72% to 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New Jersey (1,248th of 2,419), and the 759th of 2,534 in administrative & support services. active participation has shrunk from 329 to 241 since 2022.

Plan summary
Net assets, end of year$15,050,524
Participants with balances272
Active participants241
Employer contributions—
Employee contributions$2,029,112
Employer contribution per active participant—
Average account balance$55,333
Benefits paid to participants$2,402,414
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECK CPAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 272 accts
2023$12.9M · 280 accts
2022$11.0M · 409 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,349
Investment management$57,646
Total administrative$84,995
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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$27,349
LPL FINANCIAL - RPCP · Investment advisory (plan)$57,646

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$84,995 · 0.61%
2023$93,983 · 0.79%
2022$81,891 · 0.72%
Similar plansAdministrative & Support Services · New Jersey
Equiliem, Inc. NJ$17.2M · 0.05%
Freehold Cartage, Inc. NJ$17.0M · 0.07%
Alpha Consulting LLC NJ$15.6M · 0.63%
Cyberthink, Inc. NJ$15.0M · 0.07%
The Millennium Group, Inc. NJ$14.8M · 0.18%
Allan Industries, Inc. NJ$14.4M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223564176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.