# Atricure, INC. 401(k) Plan
Source: https://planprovider.pro/companies/atricure-inc-401k-plan

> Atricure, INC.'s 401(k) plan: 1,189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [KATZ, SAPPER & MILLER](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/atricure-inc-401k-plan)

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