Plan Ledger DOL Form 5500 · updated monthly

Atrium Holding Company401(k)

ATRIUM HOLDING COMPANY 401(K) PROFIT SHARING PLAN & TRUST · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.16%

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

Atrium Holding Company reported $23,712 in plan administrative expenses for 2024: 1.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,354 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 rose from 0.43% to 1.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Arizona (1,012th of 1,285), and 1,309th of 2,240 in accommodation & food services. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 78 to 145 since 2022.

Plan summary
Net assets, end of year$2,499,208
Participants with balances120
Active participants145
Employer contributions$196,305
Employee contributions$280,433
Employer contribution per active participant$1,354
Average account balance$20,827
Benefits paid to participants$78,822
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 120 accts · $196K emplr
2023$1.6M · 94 accts · $106K emplr
2022$1.7M · 133 accts · $122K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,712
Total administrative$23,712
The Atrium Holding Company 401(k) match · 2024
Employer contribution per active participant$1,354
Median for plans this size$1,313
2024$1,354 per active participant
2023$1,250 per active participant
2022$1,566 per active participant

Atrium Holding Company's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$11,164
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$9,850
NOVA 401(K) ASSOCIATES · Contract administrator · Other services$2,729

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$23,712 · 1.16%
2023$9,277 · 0.57%
2022$7,859 · 0.43%
Similar plansAccommodation & Food Services · Arizona
Valle Luna, Inc. AZ$3.3M · 0.94%
And Go Concepts, LLC AZ$3.2M · 0.43%
Dias Management Inc. AZ$2.5M · 2.25%
Barnett Management Co AZ$2.4M · 1.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263910847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.