Plan Ledger DOL Form 5500 · updated monthly

Atlas Travel & Technology Group, Inc.401(k)

ATLAS TRAVEL, INC. 401(K) PLAN · MARLBOROUGH, MA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Atlas Travel & Technology Group, Inc. reported $24,250 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,212 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 0.16% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Massachusetts (1,441st of 2,726), and the 1,164th of 3,341 in other services. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has grown from 131 to 195 since 2022.

Plan summary
Net assets, end of year$17,316,002
Participants with balances166
Active participants195
Employer contributions$431,392
Employee contributions$917,160
Employer contribution per active participant$2,212
Average account balance$104,313
Benefits paid to participants$1,223,158
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 166 accts · $431K emplr
2023$15.0M · 143 accts · $329K emplr
2022$11.9M · 134 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,650
Audit (IQPA)$13,600
Total administrative$24,250
The Atlas Travel & Technology Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,212
Median for plans this size$2,416
2024$2,212 per active participant
2023$1,968 per active participant

Atlas Travel & Technology Group, Inc.'s 2024 employer contribution ran below the $2,416 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
BOULAY DONNELLY & SUPOVITZ CONS GRP · Recordkeeping$8,675
VOYA RETIREMENT INS & ANNUITY CO. · Recordkeeping · Investment advisory (plan)$1,975
STOWE & DEGON, LLC · Accounting / audit$13,600

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

Recordkeeper by year2
2024BOULAY DONNELLY & SUPOVITZ CONS GRP, Voya
2023BOULAY DONNELLY & SUPOVITZ CONS GRP, Voya

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Administrative cost history3
2024$24,250 · 0.15%
2023$22,965 · 0.17%
2022$22,298 · 0.16%
Same employer
Similar plansOther Services · Massachusetts
Berkshire County Arc, Inc. MA$18.9M · 0.12%
Way Finders, Inc. MA$14.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042927622 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.