Plan Snapshot
- Plan Sponsor: Ath Holding Company LLC
- Sponsor EIN: 113713086
- Sponsor Address: 220 VIRGINIA AVENUE, INDIANAPOLIS, IN, 46204
- Plan Type: DB
- Total Participants: 6,807
- Total Assets: $1.2B
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 | 6,807 | $1.2B | $0 | $0 |
| 2023 | 7,552 | $1.3B | $0 | $0 |
| 2022 | 8,197 | $1.2B | $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 |
|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | Investment Advisor | $1,988,632 | — | $1,988,632 |
| ARTHUR J GALLAGHER & CO | Recordkeeper | $551,947 | — | $551,947 |
| ELEVANCE HEALTH, INC. | Recordkeeper | $453,775 | — | $453,775 |
| MERCER | Other Service Provider | $114,753 | — | $114,753 |
| AON CONSULTING INC | Recordkeeper | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A. — Investment Advisor
- ARTHUR J GALLAGHER & CO — Recordkeeper
- AON CONSULTING INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,134,107
- Estimated Expense Ratio: 0.253% 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 | $5,480,326 | $1,693,078 | $4,400 | — | — |
| 2023 | $5,667,215 | $1,754,497 | $2,800 | — | — |
| 2022 | $5,816,508 | $2,328,400 | $4,450 | — | $541,098 |