# Ath Holding Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/ath-holding-company-llc-136957744-001

> Ath Holding Company LLC's 401(k) 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:** 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](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Actuary

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — Custodian / Trustee

- [MERCER](https://planprovider.pro/provider/mercer-advisors) — 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|

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