Plan Ledger DOL Form 5500 · updated monthly

Atmosera, Inc.401(k)

ATMOSERA 401(K) PROFIT SHARING PLAN AND TRUST · LAKE OSWEGO, OR · plan year 2023

Reported admin expense ratio · 2023
0.47%

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

Atmosera, Inc. reported $23,870 in plan administrative expenses for 2023: 0.47% of average plan assets, below the peer median. Employer contributions averaged $4,349 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (764th of 1,021), and 9,856th of 11,654 in professional & technical services. In 2023, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,874,165
Participants with balances132
Active participants84
Employer contributions$365,302
Employee contributions$732,742
Employer contribution per active participant$4,349
Average account balance$36,925
Benefits paid to participants$2,497,301
Plan auditUnmodified (clean) audit opinion
AuditorHW & CO. CPA
Administrative expenses, itemized · 2023
Investment management$23,870
Total administrative$23,870
The Atmosera, Inc. 401(k) match · 2023
Employer contribution per active participant$4,349
Median for plans this size$1,308

Atmosera, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2023$23,870 · 0.47%
Similar plansProfessional & Technical Services · Oregon
Jitasa, Inc. OR$6.3M · 0.38%
Coda, Inc. OR$6.1M · 0.15%
Oregon Tilth, Inc. OR$4.1M · 0.06%
Brandlive, Inc. OR$4.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931174121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.