Atria Senior Living 401(k) match, vesting and fees
What Atria Senior Living's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Atria Senior Living: employer contribution per participant | $594 | |
| Peer median | $1,358 |
| Atria Senior Living: average balance | $33,762 | |
| Peer median | $44,442 |
| Atria Senior Living: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $167M at the end of plan year 2023 to $166M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 10,489 | $166M | $2.9M | $594 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 11,962 | $167M | $3.1M | $578 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does Atria Senior Living match 401(k) contributions?
The match terms for the Atria Senior Living, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.9M in employer contributions, about $594 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Atria Senior Living 401(k) match vested?
The vesting schedule for the Atria Senior Living, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Atria Senior Living 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Atria Senior Living, Inc..
I left Atria Senior Living. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Atria Senior Living, Inc., (502) 779-4700) or the recordkeeper, Transamerica Retirement Solutions. The Atria Senior Living old 401(k) page lists the contacts from every plan filing. Find an old Atria Senior Living 401(k)
Data from the public Form 5500 annual reports Atria Senior Living filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Atria Senior Living. Not financial advice. Report a correction · Methodology