Plan Snapshot
- Plan Sponsor: Ath Holding Company LLC
- Sponsor EIN: 113713086
- Sponsor Address: 220 VIRGINIA AVENUE, INDIANAPOLIS, IN, 46204
- Plan Type: DB
- Total Participants: 402
- Total Assets: $500.6M
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 | 402 | $500.6M | $0 | $0 |
| 2023 | 519 | $514.7M | $0 | $0 |
| 2022 | 652 | $496.7M | $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 | $646,948 | — | $646,948 |
| KAYNE ANDERSON CORE REAL ESTATE ADV | Investment Advisor | $600,507 | — | $600,507 |
| ARTHUR J GALLAGHER & CO | Actuary | $86,411 | — | $86,411 |
| ELEVANCE HEALTH, INC. | Recordkeeper | $67,379 | — | $67,379 |
| MERCER | Other Service Provider | $52,942 | — | $52,942 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $22,764 | — | $22,764 |
| AON CONSULTING INC | Recordkeeper | $13,333 | — | $13,333 |
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 — Actuary
- AON CONSULTING INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,490,284
- Estimated Expense Ratio: 0.298% 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 | $1,682,796 | $1,101,143 | $22,764 | — | — |
| 2023 | $1,475,161 | $911,174 | $750 | — | — |
| 2022 | $1,218,203 | $705,465 | $1,250 | — | $109,155 |