Plan Ledger DOL Form 5500 · updated monthly

Atlas Toyota Material Handling, LLC401(k)

ATLAS COMPANIES EMPLOYEES RETIREMENT PLAN · ELK GROVE VILLAGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Atlas Toyota Material Handling, LLC reported $190,614 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,568 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 0.38% to 0.34%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 790th-largest of 3,702 plans among Illinois employers on file, and the 564th of 5,215 in retail trade. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 364 to 459 since 2022.

Plan summary
Net assets, end of year$60,739,422
Participants with balances514
Active participants459
Employer contributions$1,637,805
Employee contributions$3,887,854
Employer contribution per active participant$3,568
Average account balance$118,170
Benefits paid to participants$5,758,232
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$60.7M · 514 accts · $1.6M emplr
2023$52.1M · 486 accts · $1.4M emplr
2022$38.4M · 411 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,433
Investment management$111,181
Total administrative$190,614
The Atlas Toyota Material Handling, LLC 401(k) match · 2024
Employer contribution per active participant$3,568
Median for plans this size$3,635
2024$3,568 per active participant
2023$3,237 per active participant
2022$3,531 per active participant

Atlas Toyota Material Handling, LLC's 2024 employer contribution ran below the $3,635 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$79,433
CREATIVE PLANNING, LLC · Investment advisory (participants) · Investment advisory (plan)$111,181
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$190,614 · 0.34%
2023$142,211 · 0.31%
2022$162,032 · 0.38%
Same employer
Similar plansRetail Trade · Illinois
Henricksen & Company, Inc. IL$68.1M · 0.00%
Cit Trucks, LLC IL$67.1M · 0.24%
Empire Today, LLC IL$63.7M · 0.42%
Niemann Foods, Inc. IL$61.2M · 0.33%
The Pampered Chef, LTD. IL$60.0M · 0.31%
Arends Hogan Walker LLC IL$56.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274350763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.