Plan Ledger DOL Form 5500 · updated monthly

Ats ESOP Holdings, Inc.401(k)

ATS 401(K) PLAN · RESTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Ats ESOP Holdings, Inc. reported $177,173 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $8,647 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 0.29% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 273rd-largest of 2,266 plans among Virginia employers on file, and the 1,472nd of 11,654 in professional & technical services. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has grown from 495 to 571 since 2022.

Plan summary
Net assets, end of year$102,628,469
Participants with balances694
Active participants571
Employer contributions$4,937,514
Employee contributions$8,357,026
Employer contribution per active participant$8,647
Average account balance$147,880
Benefits paid to participants$15,660,236
Plan auditUnmodified (clean) audit opinion
AuditorBRONTIDE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$102.6M · 694 accts · $4.9M emplr
2023$79.6M · 629 accts · $4.0M emplr
2022$63.1M · 596 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,827
Investment management$81,346
Total administrative$177,173
The Ats ESOP Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$8,647
Median for plans this size$3,635
2024$8,647 per active participant
2023$7,371 per active participant
2022$7,282 per active participant

Ats ESOP Holdings, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$95,827
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$81,346
CROSSPLANS · Other servicesindirect comp
BRONTIDE LLC · Accounting / auditindirect comp
MORNINGSTAR INVESTMENT MGMT · Investment advisory (participants)indirect comp

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$177,173 · 0.19%
2023$150,427 · 0.21%
2022$148,174 · 0.29%
All plans at this employer2
ATS 401(K) PLAN401(k)
ATS ESOP HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansProfessional & Technical Services · Virginia
Tmeic Corporation Americas VA$110.4M · 0.01%
Riverside Research Institute VA$105.6M · 0.20%
Arion Systems, Inc. VA$101.9M · 0.02%
Cydecor, Inc. VA$101.1M · 0.13%
Fts International, LLC VA$100.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844088111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.