Plan Ledger DOL Form 5500 · updated monthly

Atrio Health Plans, Inc.401(k)

ATRIO HEALTH PLANS, INC. EMPLOYEE SAVINGS PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Atrio Health Plans, Inc. reported $55,109 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,646 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 1.00% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Oregon (660th of 1,021), and 4,268th of 4,798 in finance & insurance. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,093,970
Participants with balances182
Active participants108
Employer contributions$393,820
Employee contributions$772,026
Employer contribution per active participant$3,646
Average account balance$38,978
Benefits paid to participants$925,726
Plan auditUnmodified (clean) audit opinion
AuditorJONES & ROTH
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 182 accts · $394K emplr
2023$6.0M · 183 accts · $443K emplr
2022$3.6M · 148 accts · $467K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,934
Investment management$27,125
Total administrative$55,109
The Atrio Health Plans, Inc. 401(k) match · 2024
Employer contribution per active participant$3,646
Median for plans this size$1,313
2024$3,646 per active participant
2023$3,602 per active participant
2022$4,134 per active participant

Atrio Health Plans, Inc.'s 2024 employer contribution ran above the $1,313 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
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$2,859
ROEHL & YI INVESTMENT ADVISORS · Investment advisory (participants)$27,125

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$55,109 · 0.84%
2023$44,350 · 0.92%
2022$35,968 · 1.00%
Same employer
Similar plansFinance & Insurance · Oregon
People's Bank of Commerce OR$10.0M · 0.58%
Oregon Pacific Banking Co OR$9.6M · 0.07%
Heritage Bank NE$7.1M · 0.05%
Obra Capital, Inc. TX$7.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 432071108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.