Plan Snapshot
- Plan Sponsor: Atrius Mso, LLC
- Sponsor EIN: 871803974
- Sponsor Address: 6022 BLUE CIRCLE DRIVE, MINNETONKA, MN, 55343
- Plan Type: 401(k)
- Total Participants: 5,536
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,536 | $1.6B | $34.7M | $37.8M |
| 2023 | 5,484 | $1.5B | $32.6M | $35.5M |
| 2022 | 5,225 | $1.4B | $30.5M | $33.6M |
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 |
|---|---|---|---|---|
| FID INV INSTL OPS CO | RECORDKEEPER | $209,248 | — | $209,248 |
| BAKER TILLY US, LLP | AUDITOR | $22,400 | — | $22,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INSTL OPS CO — RECORDKEEPER
- BAKER TILLY US, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $231,648
- 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 | $260,276 | — | — | $24,400 | — |
| 2023 | $342,708 | $235,849 | — | $36,133 | — |
| 2022 | $448,519 | — | — | — | — |