Atrius Mso 401(k) match, vesting and fees
What Atrius Mso'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 | Fid Inv Instl Ops Co | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Atrius Mso: employer contribution per participant | $3,438 | |
| Peer median | $2,155 |
| Atrius Mso: average balance | $160,158 | |
| Peer median | $66,935 |
| Atrius Mso: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.08% |
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 $1.4B at the end of plan year 2022 to $1.6B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 10,541 | $1.6B | $34.7M | $3,438 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 10,487 | $1.5B | $32.6M | $3,307 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 9,912 | $1.4B | $30.5M | $3,263 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Atrius Mso match 401(k) contributions?
The match terms for the Atrius 401k Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $34.7M in employer contributions, about $3,438 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Atrius Mso 401(k) match vested?
The vesting schedule for the Atrius 401k Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Atrius Mso 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Instl Ops Co. The plan administrator is Unitedhealth Group Employee Benefits Plans Administrative Committee.
I left Atrius Mso. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Unitedhealth Group Employee Benefits Plans Administrative Committee, (952) 936-1300) or the recordkeeper, Fid Inv Instl Ops Co. The Atrius Mso old 401(k) page lists the contacts from every plan filing. Find an old Atrius Mso 401(k)
Data from the public Form 5500 annual reports Atrius Mso filed with the U.S. Department of Labor (plan years 2022 and 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 Atrius Mso. Not financial advice. Report a correction · Methodology