Plan Snapshot
- Plan Sponsor: Atrion Corporation
- Sponsor EIN: 630821819
- Sponsor Address: ONE ALLENTOWN PARKWAY, ALLEN, TX, 750024206
- Plan Type: 401(k)
- Total Participants: 649
- Total Assets: $63.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 649 | $63.0M | $1.0M | $3.1M |
| 2023 | 723 | $59.1M | $1.1M | $3.0M |
| 2022 | 725 | $53.1M | $1.0M | $2.8M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE ADV | NONE | $40,000 | — | $40,000 |
| T ROWE PRICE RPS INC | NONE | $39,108 | — | $39,108 |
| HM&M GROUP, LLC | NONE | $16,650 | — | $16,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HM&M GROUP, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,758
- Estimated Expense Ratio: 0.152% 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 | $177,072 | — | — | $16,650 | — |
| 2023 | $171,142 | — | — | $14,150 | — |
| 2022 | $30,938 | — | — | — | $17,230 |