Plan Snapshot
- Plan Sponsor: Ath Holding Company, LLC
- Sponsor EIN: 113713086
- Sponsor Address: 220 VIRGINIA AVE, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 71,880
- Total Assets: $12.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 71,880 | $12.1B | $305.4M | $573.9M |
| 2023 | 73,120 | $11.0B | $305.5M | $562.8M |
| 2022 | 76,590 | $9.5B | $282.4M | $506.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $4,056,009 | — | $4,056,009 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $1,975,846 | — | $1,975,846 |
| MERCER | Investment Advisor | $123,456 | — | $123,456 |
| NEWPORT TRUST COMPANY | Investment Advisor | $90,000 | — | $90,000 |
| ELEVANCE HEALTH INC | Recordkeeper | $56,500 | — | $56,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,301,811
- Estimated Expense Ratio: 0.052% 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 | $6,295,758 | $4,269,465 | — | — | — |
| 2023 | $6,170,309 | $3,660,520 | $20,410 | — | — |
| 2022 | $6,278,364 | $3,602,596 | — | — | — |