Atrius 401k Retirement Savings Plan — Form 5500 plan (Atrius Mso, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Atrius 401k Retirement Savings Plan is a benefit plan reported by Atrius Mso, LLC under EIN 87-1803974 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,912 participants and $1,487,720,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atrius Mso, LLC
- EIN
- 87-1803974
- Plan number
- 001
- Plan type
- 2
- Location
- Minnetonka, MN
- Latest filing year
- 2023
- Participants
- 9,912
- End-of-year plan assets
- $1,487,720,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,912 | H, C | 20240731111954NAL0022132225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,487,720,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,487,720,203
- Net assets (BOY)
- $1,354,374,367
Income & contributions
- Employer contributions
- $32,562,965
- Participant contributions
- $35,507,249
- Total contributions
- $81,659,352
- Total income / additions
- $308,817,885
Expenses & distributions
- Benefits paid
- $175,055,181
- Administrative expenses
- $342,708
- Total expenses
- $175,472,049
- Net increase / (decrease)
- $133,345,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors | INV ADVISOR | $235,849 | not reported in the loaded dataset | 2023 |
| Fid Inv Instl Ops Co | RECORDKEEPER | $52,827 | $0 | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $22,400 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INV ADVISOR | $14,300 | not reported in the loaded dataset | 2023 |
| Bdo | AUDITOR | $11,733 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $3,259 | $0 | 2023 |
| Nfp Retirement | AUDITOR | $2,000 | not reported in the loaded dataset | 2023 |
| Verrill Dana | LEGAL | $340 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atrius Mso, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minnetonka, MN
- Strategic Advisors — Schedule C compensation
- Fid Inv Instl Ops Co — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Bdo — Schedule C compensation
- Tiaa — Schedule C compensation
- Nfp Retirement — Schedule C compensation
- Verrill Dana — Schedule C compensation