Plan Ledger DOL Form 5500 · updated monthly

Atrius Mso, LLC401(k)

ATRIUS 401K RETIREMENT SAVINGS PLAN · MINNETONKA, MN · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Atrius Mso, LLC reported $260,276 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,261 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 over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 30th-largest of 1,918 plans among Minnesota employers on file, and the 113th of 11,911 in health care & social assistance. In 2024, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,614,875,406
Participants with balances10,083
Active participants5,536
Employer contributions$34,660,353
Employee contributions$37,840,767
Employer contribution per active participant$6,261
Average account balance$160,158
Benefits paid to participants$156,305,115
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.6B · 10,083 accts · $34.7M emplr
2023$1.5B · 9,848 accts · $32.6M emplr
2022$1.4B · 9,354 accts · $30.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$205,106
Audit (IQPA)$24,400
Total administrative$260,276
The Atrius Mso, LLC 401(k) match · 2024
Employer contribution per active participant$6,261
Median for plans this size$5,259
2024$6,261 per active participant
2023$5,938 per active participant
2022$5,841 per active participant

Atrius Mso, LLC's 2024 employer contribution ran above the $5,259 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
FID INV INSTL OPS CO · Loan processing$209,248
BAKER TILLY US, LLP · Accounting / audit$22,400
NFP RETIREMENT · Accounting / audit$2,000

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$260,276 · 0.02%
2023$342,708 · 0.02%
2022$448,519 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Fairview Health Services MN$3.3B · 0.06%
Group Health Plan, Inc. MN$2.6B · 0.02%
Essentia Health MN$2.2B · 0.06%
Centracare Health System MN$1.2B · 0.10%
Optumcare Management, LLC MN$1.1B · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871803974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.