Plan Ledger DOL Form 5500 · updated monthly

Aytu Biopharma, Inc.401(k)

AYTU BIOPHARMA EMPLOYEE RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Aytu Biopharma, Inc. reported $49,834 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $6,548 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 0.38% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 623rd-largest of 1,461 plans among Colorado employers on file, and 6,848th of 13,661 in manufacturing. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has shrunk from 181 to 94 since 2022.

Plan summary
Net assets, end of year$15,859,006
Participants with balances215
Active participants94
Employer contributions$615,552
Employee contributions$1,202,645
Employer contribution per active participant$6,548
Average account balance$73,763
Benefits paid to participants$3,381,710
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 215 accts · $616K emplr
2023$15.4M · 234 accts · $718K emplr
2022$9.9M · 220 accts · $548K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,185
Investment management$44,649
Total administrative$49,834
The Aytu Biopharma, Inc. 401(k) match · 2024
Employer contribution per active participant$6,548
Median for plans this size$2,416
2024$6,548 per active participant
2023$4,816 per active participant
2022$3,028 per active participant

Aytu Biopharma, Inc.'s 2024 employer contribution ran above the $2,416 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$5,185
BRYANT & BRANNOCK LLC · Investment advisory (plan)$44,649

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$49,834 · 0.32%
2023$37,467 · 0.30%
2022$43,287 · 0.38%
Same employer
Similar plansManufacturing · Colorado
Stoneage, Inc. CO$18.1M · 0.25%
Ready Foods, Inc. CO$18.0M · 0.40%
Cerapedics, Inc. CO$17.4M · 0.62%
Stoneage, Inc. CO$17.0M · 0.04%
Boom Technology, Inc. CO$15.7M · 0.76%
Leiters, Inc. CO$15.6M · 0.10%
Merritt Trailers, Inc. CO$15.5M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470883144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.