Plan Snapshot
- Plan Sponsor: Atria Senior Living, INC.
- Sponsor EIN: 274673765
- Sponsor Address: 300 EAST MARKET STREET, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Total Participants: 8,324
- Total Assets: $165.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,324 | $165.7M | $2.9M | $12.3M |
| 2023 | 9,892 | $167.1M | $3.1M | $13.2M |
| 2022 | 10,130 | $151.6M | $3.4M | $14.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | $21,011 | — | $21,011 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,011
- Estimated Expense Ratio: 0.013% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $460,582 | $32,750 | — | $21,011 | — |
| 2023 | $379,916 | $24,363 | — | — | — |
| 2022 | $519,756 | $72,313 | — | — | $41,832 |