Department of Labor filing

ATI MANAGEMENT LLC

ATI MANAGEMENT LLC 401(K) PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jul 23, 2026Verified current terms Not available

Plan summary

The numbers that matter first

On the filing measures we can compare, this plan stands above many similar plans for employer contributions and/or lower administrative costs.

81filing comparison
out of 100
01 · Employer matchSee verified formula

ntributions, and withdrawals.

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingImmediate

.

04 · Fees and expensesOfficial filing detail

eflecting the participant’s before-tax and after-tax contributions, rollover contributions, Company matching contributions, and account earnings.

05 · Investment choicesNot stated in official filing

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodafter two years of service

after two years of service

07 · Automatic enrollmentReported

to the Qualified Default Investment Alternative, which is the Vanguard Target Retirement Fund that most closely matches the participant’s 65th birthday year.

08 · Roth 401(k)Not stated in official filing

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers77th percentile

Up 0.0% over the filing history shown.

10 · Plan healthComparable filing data

Participation up 0.0% · assets up 0.0% · loans 0.0% of assets

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202581out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions77th percentileTypical peer $1,300 · based on 11,610 comparable plans
Lower reported administrative expense91st percentileTypical peer $50 · based on 11,019 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, ATI MANAGEMENT LLC reported $22,201 in employer contributions across this plan, or $2,775 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating8

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison81/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$22,201
$2,775 per active participant
Participant contributions
$45,518
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
32.8%
Active participants
8
Small plan
Total participants
8
9 at the beginning of the year
Ending assets
$65,536
$8,192 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$0
Ending net assets
$65,536
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$73,185
Total expenses
$7,649
Administrative expenses
$32
$4 per active participant
Participant loans
$0
0.0% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$2,775
Administrative cost per participant
2025
$4
Active participants
2025
8
Total plan assets
2025
$65,536
Participant loans as a share of assets
2025
0.0%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$2,775865.5K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.0%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Yes · $1,032A “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
921063227-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2025
Industry
Administrative and support services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2S2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025ATI INC — 11-K filed 2026-06-17
Official filing · details not yet checked
What it says about employer contributions

ntributions, and withdrawals. Individual accounts are maintained for each participant, reflecting the participant’s before-tax and after-tax contributions, rollover contributions, Company matching contributions, and account earnings. The Plan’s income and any related administrative expenses are allocated to participant accounts based on the proportionate value of the participant’s accounts to the total market value of all accounts. Amounts up to 80 % of a participant’s compensation, as defined in the Plan agreement, can be contributed by the participant in any combination of after-tax and before-tax contributions for each period, subject to limitations imposed by the Internal Revenue Code ($23,500 for calendar year 2025). Catch up contributions of $7,500 were available to participants 50 y

What it says about vesting

. Effective March 25, 2025, the Plan was amended, requiring Company match contribution made on behalf of participants hired on or after May 1, 2025 to be subject to a 2-year cliff vesting schedule, whereby such contributions become fully vested after two years of service. Participants hired prior to May 1, 2025, are 100 % vested in the Company match contribution immediately. Additionally, in the event of retirement, disability, or death, a participant shall have a fully vested interest in his or her account, regardless of the matching contribution vesting schedule. Participants are 100 % vested in their own contributions and associated investment performance at all times. In addition, all employees in the Plan are immediately vested in the Company non-elective contribution. Payment of Comp

What it says about automatic enrollment

to the Qualified Default Investment Alternative, which is the Vanguard Target Retirement Fund that most closely matches the participant’s 65th birthday year. The Plan includes an auto-enrollment provision whereby all newly eligible employees are automatically enrolled in the Plan unless they affirmatively elect not to participate in the Plan. Automatically enrolled participants have their deferral rate set at 5 % of eligible compensation and their contributions invested in the Qualified Default Investment Alternative until changed by the participant. Effective March 25, 2025, the Plan was amended, requiring Company match contribution made on behalf of participants hired on or after May 1, 2025 to be subject to a 2-year cliff vesting schedule, whereby such contributions become fully vested

What it says about fees

eflecting the participant’s before-tax and after-tax contributions, rollover contributions, Company matching contributions, and account earnings. The Plan’s income and any related administrative expenses are allocated to participant accounts based on the proportionate value of the participant’s accounts to the total market value of all accounts. Amounts up to 80 % of a participant’s compensation, as defined in the Plan agreement, can be contributed by the participant in any combination of after-tax and before-tax contributions for each period, subject to limitations imposed by the Internal Revenue Code ($23,500 for calendar year 2025). Catch up contributions of $7,500 were available to participants 50 years or older in 2025. Catch up contributions of $11,250 were available to participants

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260723125459NAL0016474352001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗