Atlas World Group, Inc. 401(k) Review & Grade
Atlas World Group, Inc. Retirement Plan
Evansville, INTransportation & Warehousing505 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$3,768Employer $ per active participant
$5,629Employee $ saved per active participant
0.25%Direct admin cost, % of plan assets
$72.3MNet plan assets, end of year
$104,408Average balance per account
Score breakdown
- Employer generosity44.1 / 5088th percentile for employer $ per participant
- Low cost11.7 / 2547th percentile for low admin cost vs. same-size plans
- Employee saving11.9 / 1580th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score78 / 100 · Grade A
This plan vs. peers
Peers: Transportation & Warehousing plans with 500–2,499 active participants (392 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 88th |
| Lower admin cost | 47th |
| Employee saving | 80th |
| Peers that auto-enroll | 37% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Atlas World Group put in about $3,768 per active participant, more than the typical peer ($1,070). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $1,902,662 |
| Participant (employee) contributions | $2,842,405 |
| Other contributions (incl. rollovers in) | $675,922 |
| Administrative expenses paid from the plan | $178,401 |
| Investment advisory & management fees | $42,000 |
| Other admin expenses | $409 |
| Benefits paid out | $10,692,207 |
| Net assets, start / end of year | $67.9M / $72.3M |
| Active participants, start / end of year | 525 / 485 |
| Participants with account balances | 692 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Weinzapfel & Co., LLC |
Largest service providers (Schedule C)
| T Rowe Price RPS Inc | $77,157 reported compensation |
| Capital Strategies Investment Group | $42,000 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251002081924NAL0000147875001, received 2025-10-02, EIN 35-1938544, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.