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Original filing (PDF)20251013134952NAL0001438257003
ATRICURE, INC.
Form 5500
FILING_RECEIVED
ATRICURE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,189
Accounts w/ balance
1,328
Plan assets (EOY)
$151.0M
Net assets (EOY)
$151.0M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATRICURE, INC..
Plan sponsor
Name
ATRICURE, INC.
EIN
34-1940305
Address
7555 INNOVATION WAY · MASON, OH · 45040
Phone
(513) 755-4100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $21K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
25 direct securities· $150.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $25.0M | 16.5% | |
| T. Rowe Price T. Rowe Price Ret 2040 I | — | — | — | $21.0M | 13.9% | |
| T. Rowe Price T. Rowe Price Ret 2050 I | — | — | — | $18.3M | 12.1% | |
| American Century American Century Gr R6 | — | — | — | $14.0M | 9.3% | |
| T. Rowe Price T. Rowe Price Ret 2030 I | — | — | — | $13.6M | 9.0% | |
| T. Rowe Price T. Rowe Price Ret 2060 I | — | — | — | $5.9M | 3.9% | |
| Dimensional DFA US Small Cap I | — | — | — | $5.8M | 3.8% | |
| American Funds American Funds American Balanced R6 | — | — | — | $5.7M | 3.8% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | — | — | — | $5.6M | 3.7% | |
| JPMorgan Mid Cap Gr R6 | — | — | — | $5.1M | 3.4% | |
| Dodge & Cox Dodge & Cox Stock X | — | — | — | $5.0M | 3.3% | |
| Fidelity Mid Cap Index | — | — | — | $5.0M | 3.3% | |
| Fidelity Intl Index | — | — | — | $4.4M | 2.9% | |
| MFS Intl Diversification R6 | — | — | — | $4.3M | 2.8% | |
| Dodge & Cox Dodge & Cox Inc X | — | — | — | $3.5M | 2.3% | |
| T. Rowe Price T. Rowe Price Ret 2020 I | — | — | — | $1.7M | 1.2% | |
| PIMCO Inc Instl | — | — | — | $1.5M | 1.0% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $1.4M | 1.0% | |
| Principal Gl Real Estate Sec R6 | — | — | — | $1.1M | 0.7% | |
| American Century American Century Mid Cap Val R6 | — | — | — | $948K | 0.6% | |
| Fidelity Small Cap Index | — | — | — | $942K | 0.6% | |
| American Funds American Funds Inf Linked Bd R-6 | — | — | — | $269K | 0.2% | |
| State Street State Street Instl US Govt Money Mkt Premier | — | — | — | $148K | <0.1% | |
| T. Rowe Price T. Rowe Price Ret Balanced I | — | — | — | $144K | <0.1% | |
| T. Rowe Price T. Rowe Price Ret 2010 I | — | — | — | $81K | <0.1% |