401k Record

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Artivion 401(k)

Recordkeeping fees per participant · Artivion, Inc. Profit Sharing 401(k) Plan · plan year 2024

$60.40

Higher than 42% of the 5,847 plans $50 to 250M that report it.

Source

= $60,099 / 995
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929122444NAL0005021923001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929122444NAL0005021923001, received 2025-09-29

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-29.

Cost and contributions

Administrative expenses excluding investment management, per participant

$60.70

10th: $16.21median $93.2090th: $246.84

Higher than 30% of the 8,758 plans $50 to 250M that report it.

Source

= $60,399 / 995
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929122444NAL0005021923001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929122444NAL0005021923001, received 2025-09-29

Administrative expenses per participant

$158.54

10th: $29.39median $132.8490th: $350.58

Higher than 60% of the 9,042 plans $50 to 250M that report it.

Source

= $157,752 / 995
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929122444NAL0005021923001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929122444NAL0005021923001, received 2025-09-29

Administrative expenses as a share of assets

0.155%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 56% of the 9,049 plans $50 to 250M that report it.

Source

= $157,752 / $101,734,644
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929122444NAL0005021923001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929122444NAL0005021923001, received 2025-09-29

Employer contributions per participant

$2,833

10th: $965median $2,73890th: $8,164

Higher than 52% of the 9,105 plans $50 to 250M that report it.

Source

= $2,818,570 / 995
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929122444NAL0005021923001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929122444NAL0005021923001, received 2025-09-29

Employer share of total contributions

25.1%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 35% of the 9,112 plans $50 to 250M that report it.

Source

= $2,818,570 / $11,244,925
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929122444NAL0005021923001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929122444NAL0005021923001, received 2025-09-29

Plan terms, as stated in Artivion, Inc.'s SEC filings

Employer match

“We made matching contributions of each participant’s contribution up to 4.0% of each participant’s salary in 2025, 2024, and 2023.”

Form 10-K filed 2026-02-18, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2T default investment (QDIA) · 3H controlled-group sponsor · 2E profit-sharing · 2S pre-approved plan document · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929122444NAL0005021923001, received 2025-09-29

Full record, Artivion, Inc. Profit Sharing 401(k) Plan

FieldValueSource
Plan sponsorARTIVION, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929122444NAL0005021923001, received 2025-09-29
Plan nameARTIVION, INC. PROFIT SHARING 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250929122444NAL0005021923001, received 2025-09-29
Sponsor EIN / plan number59-2417093 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929122444NAL0005021923001, received 2025-09-29
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929122444NAL0005021923001, received 2025-09-29
Sponsor locationKENNESAW, GAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929122444NAL0005021923001, received 2025-09-29
Industry (business code)541600, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929122444NAL0005021923001, received 2025-09-29
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929122444NAL0005021923001, received 2025-09-29
Filing received2025-09-29Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929122444NAL0005021923001, received 2025-09-29
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929122444NAL0005021923001, received 2025-09-29
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250929122444NAL0005021923001, received 2025-09-29
Participants, beginning of year940Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929122444NAL0005021923001, received 2025-09-29
Active participants736Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929122444NAL0005021923001, received 2025-09-29
Participants, end of year1,019Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929122444NAL0005021923001, received 2025-09-29
Participants with an account balance995Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929122444NAL0005021923001, received 2025-09-29
Total assets, beginning of year$86,421,577Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929122444NAL0005021923001, received 2025-09-29
Total assets, end of year$101,734,644Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929122444NAL0005021923001, received 2025-09-29
Net assets, end of year$101,734,644Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929122444NAL0005021923001, received 2025-09-29
Total income$23,411,647Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929122444NAL0005021923001, received 2025-09-29
Net income$15,313,067Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929122444NAL0005021923001, received 2025-09-29
Employer contributions$2,818,570Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929122444NAL0005021923001, received 2025-09-29
Participant contributions$5,831,042Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929122444NAL0005021923001, received 2025-09-29
Other contributions (incl. rollovers)$2,595,313Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929122444NAL0005021923001, received 2025-09-29
Total contributions$11,244,925Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929122444NAL0005021923001, received 2025-09-29
Benefit payments$7,936,896Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929122444NAL0005021923001, received 2025-09-29
Total expenses (incl. benefit payments)$8,098,580Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929122444NAL0005021923001, received 2025-09-29
Total administrative expenses$157,752Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929122444NAL0005021923001, received 2025-09-29
Contract administrator fees$300Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250929122444NAL0005021923001, received 2025-09-29
Recordkeeping fees$60,099Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929122444NAL0005021923001, received 2025-09-29
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250929122444NAL0005021923001, received 2025-09-29
Investment advisory and management fees$97,353Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250929122444NAL0005021923001, received 2025-09-29
Administrative expenses excluding investment management$60,399derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929122444NAL0005021923001, received 2025-09-29
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250929122444NAL0005021923001, received 2025-09-29
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250929122444NAL0005021923001, received 2025-09-29
Held in mutual funds$98,218,059Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929122444NAL0005021923001, received 2025-09-29
Independent auditorBAKER TILLY US LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929122444NAL0005021923001, received 2025-09-29

Position = column in the DOL layout for form year 2024. Filing 20250929122444NAL0005021923001, received 2025-09-29.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
NORTHWESTERN MUTUAL WEALTH MGMT COADVISOR 27 Investment advisory (plan) $89,328no
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $60,399yes
STRATEGIC ADVISORS, INC.ADVISOR 27 Investment advisory (plan) $8,025no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250929122444NAL0005021923001, received 2025-09-29.

What changed since the 2023 plan year

Figure20232024Change
Total assets$86,421,577$101,734,64417.7%
Participants with a balance9159958.7%
Administrative expenses$134,567$157,75217.2%
Recordkeeping fees per participant$59.60$60.401.3%
Employer contributions$2,639,059$2,818,5706.8%

Prior filing 20241007091731NAL0027128656001, received 2024-10-07; the plan years are contiguous.

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Sponsor name as filed: ARTIVION, INC.; SEC registrant: ARTIVION, INC. (CIK 784199, matched by EIN; display name from the Form 10-K cover).