Employers › AtriCure
Recordkeeping fees per participant · Atricure, Inc. 401(k) Plan · plan year 2024
$16.11
Higher than 15% of the 5,847 plans $50 to 250M that report it.
= $21,399 / 1,328
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013134952NAL0001438257003, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013134952NAL0001438257003, received 2025-10-13
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 2025-10-13.
Administrative expenses excluding investment management, per participant
$16.11
Higher than 10% of the 8,758 plans $50 to 250M that report it.
= $21,399 / 1,328
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013134952NAL0001438257003, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013134952NAL0001438257003, received 2025-10-13
Administrative expenses per participant
$16.11
Higher than 6% of the 9,042 plans $50 to 250M that report it.
= $21,399 / 1,328
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013134952NAL0001438257003, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013134952NAL0001438257003, received 2025-10-13
Administrative expenses as a share of assets
0.014%
Higher than 7% of the 9,049 plans $50 to 250M that report it.
= $21,399 / $151,019,239
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013134952NAL0001438257003, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013134952NAL0001438257003, received 2025-10-13
Employer contributions per participant
$4,100
Higher than 70% of the 9,105 plans $50 to 250M that report it.
= $5,445,459 / 1,328
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013134952NAL0001438257003, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013134952NAL0001438257003, received 2025-10-13
Employer share of total contributions
23.9%
Higher than 31% of the 9,112 plans $50 to 250M that report it.
= $5,445,459 / $22,766,678
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013134952NAL0001438257003, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013134952NAL0001438257003, received 2025-10-13
Employer match
“The Company matches 50% on the first 8% of employee contributions to the 401(k) Plan.”
Form 10-K filed 2026-02-19, 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.
2E profit-sharing · 2J 401(k) feature · 2F ERISA 404(c) plan · 2G fully participant-directed · 2K 401(m) arrangement · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013134952NAL0001438257003, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ATRICURE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Plan name | ATRICURE, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Sponsor EIN / plan number | 34-1940305 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Sponsor location | MASON, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Industry (business code) | 339110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Participants, beginning of year | 1,257 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Active participants | 1,189 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Participants, end of year | 1,390 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Participants with an account balance | 1,328 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Total assets, beginning of year | $117,378,825 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Total assets, end of year | $151,019,239 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Net assets, end of year | $151,019,239 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Total income | $41,106,489 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Net income | $33,640,414 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Employer contributions | $5,445,459 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Participant contributions | $13,187,862 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Other contributions (incl. rollovers) | $4,133,357 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Total contributions | $22,766,678 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Benefit payments | $7,444,676 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $7,466,075 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Total administrative expenses | $21,399 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Recordkeeping fees | $21,399 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Administrative expenses excluding investment management | $21,399 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Held in mutual funds | $143,472,161 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013134952NAL0001438257003, received 2025-10-13 |
| Independent auditor | KATZ, SAPPER & MILLER | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013134952NAL0001438257003, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013134952NAL0001438257003, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeper | RECORD KEEPER | 12 Claims processing; 15 Recordkeeping and information management; 28 Investment management; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 54 Sales loads (front end and deferred); 59 Shareholder servicing fees; 61 Finders fees / placement fees; 62 Float revenue | $21,399 | yes |
| NATIONAL FINANCIAL SERVICES | SECURITIES BROKER | 33 Securities brokerage; 71 Securities brokerage commissions and fees | $0 | yes |
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 20251013134952NAL0001438257003, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $117,378,825 | $151,019,239 | 28.7% |
| Participants with a balance | 1,161 | 1,328 | 14.4% |
| Administrative expenses | $12,617 | $21,399 | 69.6% |
| Recordkeeping fees per participant | $10.87 | $16.11 | 48.3% |
| Employer contributions | $4,539,240 | $5,445,459 | 20.0% |
Prior filing 20241009205547NAL0011007475003, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: ATRICURE, INC.; SEC registrant: AtriCure, Inc. (CIK 1323885, matched by EIN; display name from the Form 10-K cover).