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Original filing (PDF)20250905113357NAL0028919216001
ATRIUS MSO, LLC
Form 5500
FILING_RECEIVED
ATRIUS 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
5,536
Accounts w/ balance
10,083
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
21 pooled trusts
Schedule D
46 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 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATRIUS MSO, LLC.
Plan sponsor
Name
ATRIUS MSO, LLC
EIN
87-1803974
Address
6022 BLUE CIRCLE DRIVE · MN103-0300 · MINNETONKA, MN · 55343
Phone
(952) 936-1300
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE
EIN
41-1321939
City
MINNETONKA, MN
Phone
(952) 936-1300
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INSTL OPS CO | 04-2647786 | — | RECORDKEEPER | $209K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $22K | — |
| NFP RETIREMENT | 33-0905143 | — | AUDITOR | $2K | — |
Investments
26 direct securities · 21 pooled funds· $1.6B(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.0B
20 holdings
Uncategorized
$573.4M
26 holdings
Pooled Separate Account
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan U.S. Equity Fund | — | — | — | $226.8M | 14.0% | |
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $217.6M | 13.5% | |
| VFTC TARGET RETIREMENT 2030 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | — | — | $123.0M | 7.6% | |
| VFTC TARGET RETIREMENT 2025 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | — | — | $106.7M | 6.6% | |
| VFTC TARGET RETIREMENT 2040 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | — | — | $100.9M | 6.2% | |
| VFTC TARGET RETIREMENT 2035 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | — | — | $100.5M | 6.2% | |
| Self-Directed Brokerage Accounts *** | — | — | — | $98.2M | 6.1% | |
| Fixed Account | — | — | — | $78.3M | 4.8% | |
| VFTC TARGET RETIREMENT 2045 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | — | — | $78.2M | 4.8% | |
| VFTC TARGET RETIREMENT 2050 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | — | — | $62.6M | 3.9% | |
| VFTC TARGET RETIREMENT 2020 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001 | Common Collective Trust | — | — | $46.4M | 2.9% | |
| WTC-CIF II MID-CAP OPP WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 018 | Common Collective Trust | — | — | $39.6M | 2.5% | |
| American Funds EuroPacific Growth Fund | — | — | — | $34.5M | 2.1% | |
| VFTC TARGET RETIREMENT INCOME TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001 | Common Collective Trust | — | — | $30.9M | 1.9% | |
| VFTC TARGET RETIREMENT 2055 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | — | — | $30.0M | 1.9% | |
| Dodge & Cox Income Fund | — | — | — | $29.3M | 1.8% | |
| STATE STREET US BOND INDEX NL CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $23.2M | 1.4% | |
| FIAM SMALL COMPANY COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 006 | Common Collective Trust | — | — | $21.3M | 1.3% | |
| CREF Stock Account | — | — | — | $18.9M | 1.2% | |
| VFTC INSTITUTIONAL EXTENDED MKT IND VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $18.1M | 1.1% | |
| TIAA CREF Traditional Non Benefit Responsive (GRA) | — | — | — | $17.2M | 1.1% | |
| TIAA CREF Traditional Benefit Responsive - GSRA | — | — | — | $14.6M | 0.9% | |
| CREF Growth Account | — | — | — | $14.5M | 0.9% | |
| VFTC TARGET RETIREMENT 2060 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | — | — | $12.3M | 0.8% | |
| CREF Equity Index Account | — | — | — | $9.6M | 0.6% | |
| CREF Global Equities Account | — | — | — | $9.3M | 0.6% | |
| with maturity dates ranging from January 2025 – August 2038) $0 | — | — | — | $6.9M | 0.4% | |
| CREF Social Choice Account | — | — | — | $4.3M | 0.3% | |
| CREF Core Bond Account | — | — | — | $3.6M | 0.2% | |
| GLOBAL ALL CAP EQUITY EX-US INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $3.2M | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.6M | 0.2% | |
| VFTC TARGET RETIREMENT 2065 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.1% | |
| CREF Money Market Account | — | — | — | $2.0M | 0.1% | |
| Northern Trust TIPS Index Fund | — | — | — | $1.0M | <0.1% | |
| NORTHERN TRUST TREASURY INFLATION NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 091 | Common Collective Trust | — | — | $1.0M | <0.1% | |
| Nuveen Lifecycle 2035 Fund | — | — | — | $1.0M | <0.1% | |
| WTC-CIF II EMERGING MKTS RESEARCH WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 192 | Common Collective Trust | — | — | $991K | <0.1% | |
| Nuveen Lifecycle 2040 Fund | — | — | — | $706K | <0.1% | |
| CREF Inflation-Linked Bond Account | — | — | — | $652K | <0.1% | |
| Nuveen Lifecycle 2030 Fund | — | — | — | $507K | <0.1% | |
| Nuveen Lifecycle 2010 Fund | — | — | — | $429K | <0.1% | |
| PIMCO All Asset Fund | — | — | — | $352K | <0.1% | |
| Nuveen Lifecycle 2025 Fund | — | — | — | $289K | <0.1% | |
| Nuveen Lifecycle 2015 Fund | — | — | — | $236K | <0.1% | |
| VFTC TARGET RETIREMENT 2070 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001 | Common Collective Trust | — | — | $221K | <0.1% | |
| Nuveen Lifecycle 2020 Fund | — | — | — | $182K | <0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $76K | <0.1% |