Plan Ledger DOL Form 5500 · updated monthly

Atara Biotherapeutics, Inc.401(k)

ATARA BIO 401(K) PLAN · THOUSAND OAKS, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Atara Biotherapeutics, Inc. reported $102,147 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $8,039 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 0.24% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,795th-largest of 9,483 plans among California employers on file, and the 3,201st of 13,661 in manufacturing. In 2024, employees put in $2.97 for every $1.00 the employer contributed; active participation has shrunk from 336 to 153 since 2022.

Plan summary
Net assets, end of year$48,915,447
Participants with balances506
Active participants153
Employer contributions$1,230,025
Employee contributions$3,648,863
Employer contribution per active participant$8,039
Average account balance$96,671
Benefits paid to participants$10,780,830
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.9M · 506 accts · $1.2M emplr
2023$47.8M · 536 accts · $2.0M emplr
2022$36.8M · 652 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,459
Investment management$71,688
Total administrative$102,147
The Atara Biotherapeutics, Inc. 401(k) match · 2024
Employer contribution per active participant$8,039
Median for plans this size$2,416
2024$8,039 per active participant
2023$8,068 per active participant
2022$7,343 per active participant

Atara Biotherapeutics, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$71,106
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,459

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$102,147 · 0.21%
2023$87,215 · 0.21%
2022$89,713 · 0.24%
Same employer
Similar plansManufacturing · California
Canadian Solar USA Inc CA$50.0M · 0.10%
Scaled Composites, LLC CA$48.9M · 0.28%
Endologix LLC CA$48.5M · 0.39%
Foley Family Wines, Inc. CA$47.8M · 0.43%
Xencor, Inc. CA$47.7M

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Source: U.S. Department of Labor, Form 5500 series, EIN 460920988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.