Plan Snapshot
- Plan Sponsor: Atricure, INC.
- Sponsor EIN: 341940305
- Sponsor Address: 7555 INNOVATION WAY, MASON, OH, 45040
- Plan Type: 401(k)
- Total Participants: 1,189
- Total Assets: $151.0M
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 | 1,189 | $151.0M | $5.4M | $13.2M |
| 2023 | 1,088 | $117.4M | $4.5M | $11.3M |
| 2022 | 941 | $88.3M | $3.9M | $9.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $21,399 | — | $21,399 |
| KATZ, SAPPER & MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- KATZ, SAPPER & MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,399
- Estimated Expense Ratio: 0.014% 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 | $21,399 | — | — | — | — |
| 2023 | $12,617 | — | — | — | — |
| 2022 | $35,088 | — | $31,687 | — | — |