Plan5500

2023 Form 5500 filing — Atrius 401k Retirement Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731111954NAL0022132225001) for Atrius 401k Retirement Savings Plan, reported by Atrius Mso, LLC under EIN 87-1803974 and plan number 001. It reports 9,912 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240731111954NAL0022132225001
Filing year
2023
Form type
2
Plan sponsor
Atrius Mso, LLC
EIN
87-1803974
Plan number
001
Location
Minnetonka, MN
Participants
9,912
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,487,720,203
Total liabilities (EOY)
$0
Net assets (EOY)
$1,487,720,203
Employer contributions
$32,562,965
Participant contributions
$35,507,249
Total income / additions
$308,817,885
Benefits paid
$175,055,181
Administrative expenses
$342,708
Total expenses
$175,472,049
Net increase / (decrease)
$133,345,836
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic AdvisorsINV ADVISOR$235,849not reported in the loaded dataset
Fid Inv Instl Ops CoRECORDKEEPER$52,827$0
Baker Tilly Us, LlpAUDITOR$22,400not reported in the loaded dataset
Capfinancial Partners, LLCINV ADVISOR$14,300not reported in the loaded dataset
BdoAUDITOR$11,733not reported in the loaded dataset
TiaaRECORDKEEPER$3,259$0
Nfp RetirementAUDITOR$2,000not reported in the loaded dataset
Verrill DanaLEGAL$340not reported in the loaded dataset

Related Form 5500 pages