Plan Ledger DOL Form 5500 · updated monthly

Atrium Insight Inc.401(k)

ATRIUM INSIGHT INC. 401(K) · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Atrium Insight Inc. reported $6,649 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,241 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 1 year on file its reported administrative ratio fell from 0.09% to 0.06%. 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 among the smaller plans on file in California (4,932nd of 9,483), and 7,319th of 11,654 in professional & technical services. In 2024, employees put in $5.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,248,398
Participants with balances145
Active participants110
Employer contributions$356,466
Employee contributions$1,869,031
Employer contribution per active participant$3,241
Average account balance$84,472
Benefits paid to participants$1,055,790
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history2
Yearassets · accounts · employer contribution
2024$12.2M · 145 accts · $356K emplr
2023$8.7M · 139 accts · $319K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,332
Investment management$4,317
Total administrative$6,649
The Atrium Insight Inc. 401(k) match · 2024
Employer contribution per active participant$3,241
Median for plans this size$2,416
2024$3,241 per active participant
2023$2,750 per active participant

Atrium Insight Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
INSPERITY RETIREMENT SERVICES · Recordkeeping · Loan processing$2,331
WILSHIRE ASSOCIATES · Consulting · Investment advisory (participants)$4,317

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

Recordkeeper by year2
2024INSPERITY RETIREMENT SERVICES
2023INSPERITY RETIREMENT SERVICES

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

Administrative cost history2
2024$6,649 · 0.06%
2023$6,326 · 0.09%
Similar plansProfessional & Technical Services · California
Perfect Day, Inc. CA$12.3M · 0.35%
Alltrails, Inc CA$12.3M · 0.09%
Sharethrough USA, Inc. CA$12.3M · 0.42%
Cemtek Systems, Inc. CA$12.3M · 0.05%
The Barnes Firm Lc CA$12.2M · 0.97%
Trussworks, Inc. CA$12.1M · 0.03%
Inscripta, Inc. CA$12.1M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 824061741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.