Plan Ledger DOL Form 5500 · updated monthly

Atr International Inc.401(k)

ATR INTERNATIONAL INC. 401(K) PLAN · SANTA CLARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Atr International Inc. reported $2,438 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $101 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 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,083rd-largest of 9,483 plans among California employers on file, and 6,179th of 11,654 in professional & technical services. In 2024, employees put in $18.91 for every $1.00 the employer contributed; active participation has shrunk from 199 to 159 since 2022.

Plan summary
Net assets, end of year$16,811,454
Participants with balances162
Active participants159
Employer contributions$16,138
Employee contributions$305,141
Employer contribution per active participant$101
Average account balance$103,774
Benefits paid to participants$1,407,322
Plan auditUnmodified (clean) audit opinion
AuditorPETRINOVICH PUGH & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 162 accts · $16K emplr
2023$14.9M · 183 accts · $65K emplr
2022$12.0M · 182 accts · $86K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$863
Investment management$1,575
Total administrative$2,438
The Atr International Inc. 401(k) match · 2024
Employer contribution per active participant$101
Median for plans this size$2,416
2024$101 per active participant
2023$342 per active participant
2022$431 per active participant

Atr International Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$863

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$2,438 · 0.02%
2023$3,452 · 0.03%
2022$3,607 · 0.03%
Similar plansProfessional & Technical Services · California
Voltus, Inc. CA$17.0M · 0.25%
Aravo Solutions, Inc. CA$16.9M · 0.35%
Adicet Therapeutics, Inc. CA$16.9M · 0.08%
Idealab CA$16.7M · 0.03%
Twining, Inc. CA$16.7M · 0.52%
Jade Global Inc. CA$16.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770195781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.