Plan Snapshot
- Plan Sponsor: Athena Consulting LLC
- Sponsor EIN: 161616169
- Sponsor Address: 506 MAIN STREET, GAITHERSBURG, MD, 20878
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 535 | $3.3M | $145,581 | $469,197 |
| 2023 | 534 | $2.7M | $211,841 | $463,392 |
| 2022 | 842 | $1.9M | $224,827 | $517,042 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $35,671 | $14,112 | $21,559 | — | — |
| 2023 | $33,225 | $12,426 | $20,799 | — | — |
| 2022 | $25,563 | $8,573 | $16,990 | — | — |