# Ath Holding Company LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/ath-holding-company-llc-113713086-533

> Ath Holding Company LLC's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ath Holding Company LLC

- **Sponsor EIN:** 113713086

- **Sponsor Address:** 220 VIRGINIA AVENUE, INDIANAPOLIS, IN, 46204

- **Plan Type:** Health & Welfare

- **Plan Number:** 533

- **Total Participants:** 0

- **Total Assets:** $300.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$300.7M|$0|$13.8M|

| 2023|0|$289.5M|$0|$14.5M|

| 2022|0|$271.3M|$328,076|$15.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| DELAWARE LIFE INSURANCE COMPANY|Recordkeeper|$1,379,833|—|$1,379,833|

| LINCOLN FINANCIAL GROUP|Recordkeeper|$596,314|—|$596,314|

| NATIONWIDE LIFE INSURANCE COMPAY|Recordkeeper|$566,161|—|$566,161|

| ELEVANCE HEALTH, INC.|Recordkeeper|$28,714|—|$28,714|

| WELLS FARGO BANK N.A.|Other Service Provider|$11,500|—|$11,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN FINANCIAL GROUP](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [NATIONWIDE LIFE INSURANCE COMPAY](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,582,522

- **Estimated Expense Ratio:** 0.859% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,654,646|—|$2,490,734|—|—|

| 2023|$2,306,598|—|$2,277,298|—|—|

| 2022|$2,420,729|—|$2,393,840|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ath-holding-company-llc-113713086-533)

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