# Atrion Corporation 401(k) Plan
Source: https://planprovider.pro/companies/atrion-corporation-401k-plan

> Atrion Corporation's 401(k) plan: 649 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/hmandm-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|

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