Plan Snapshot
- Plan Sponsor: Ath Holding Company LLC
- Sponsor EIN: 136957744
- Sponsor Address: 220 VIRGINIA AVENUE, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1.7B
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 | $1.7B | $0 | $0 |
| 2023 | 0 | $1.8B | $0 | $0 |
| 2022 | 0 | $1.7B | $0 | $0 |
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 |
|---|---|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | Investment Advisor | $1,010,846 | — | $1,010,846 |
| ARTHUR J GALLAGHER & CO | Actuary | $638,359 | — | $638,359 |
| KAYNE ANDERSON CORE REAL ESTATE ADV | Investment Advisor | $600,507 | — | $600,507 |
| ELEVANCE HEALTH, INC. | Recordkeeper | $521,154 | — | $521,154 |
| ARROWSTREET CAPITAL LP | Investment Advisor | $487,856 | — | $487,856 |
| BALLIE GIFFORD OVERSEAS LTD. | Investment Advisor | $442,000 | — | $442,000 |
| JPMORGAN CHASE BANK, N.A. | Custodian / Trustee | $441,866 | — | $441,866 |
| MELLON CAPITAL MANAGEMENT | Investment Advisor | $172,142 | — | $172,142 |
| MERCER | Investment Advisor | $138,038 | — | $138,038 |
| BLACKROCK INVESTMENT MANAGEMENT LLC | Investment Advisor | $80,870 | — | $80,870 |
| AON CONSULTING INC | Other Service Provider | $38,333 | — | $38,333 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARTHUR J GALLAGHER & CO — Actuary
- JPMORGAN CHASE BANK, N.A. — Custodian / Trustee
- MERCER — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,571,971
- Estimated Expense Ratio: 0.269% 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 | $4,571,971 | $2,794,221 | — | — | — |
| 2023 | $4,559,015 | $2,665,670 | — | — | — |
| 2022 | $4,575,748 | $3,033,864 | — | — | $650,253 |