Plan Ledger DOL Form 5500 · updated monthly

Atria Senior Living, Inc.401(k)

ATRIA SENIOR LIVING, INC. 401(K) PLAN · LOUISVILLE, KY · plan year 2023

Reported admin expense ratio · 2023
0.24%

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

Atria Senior Living, Inc. reported $379,916 in plan administrative expenses for 2023: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $314 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 0.37% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 57th-largest of 871 plans among Kentucky employers on file, and the 730th of 11,911 in health care & social assistance. In 2023, employees put in $4.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$167,116,466
Participants with balances5,370
Active participants9,892
Employer contributions$3,104,883
Employee contributions$13,237,870
Employer contribution per active participant$314
Average account balance$31,120
Benefits paid to participants$22,346,947
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$165.7M · 4,908 accts · $2.9M emplr
2023$167.1M · 5,370 accts · $3.1M emplr
2022$151.6M · 5,600 accts · $3.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$336,013
Investment management$24,363
Total administrative$379,916
The Atria Senior Living, Inc. 401(k) match · 2023
Employer contribution per active participant$314
Median for plans this size$3,659
2024$350 per active participant
2023$314 per active participant
2022$338 per active participant

Atria Senior Living, Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$336,013
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$24,363
MCM CPAS & ADVISORS LLP · Accounting / audit$19,540
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
MID ATLANTIC CAPITAL CORPORATION · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$460,582 · 0.28%
2023$379,916 · 0.24%
2022$519,756 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky

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Source: U.S. Department of Labor, Form 5500 series, EIN 274673765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.