AUMdb

Atrius 401 K Retirement Savings Plan

Sponsored by Atrius Mso, Llc · EIN 871803974 · Plan #001

Total assets
$1.6B
Net assets
$1.6B
Active participants
5,536
With balances
10,083

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fid Inv Instl Ops Co Participant loan processing, Recordkeeping fees, Account maintenance fees $209,248
Baker Tilly Us, Llp Accounting, Direct payment from the plan $22,400
Nfp Retirement Accounting, Direct payment from the plan $2,000