Plan Snapshot
- Plan Sponsor: Athena Global Advisors, INC.
- Sponsor EIN: 462226366
- Sponsor Address: 30 S 15TH STREET, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 104 | $3.5M | $257,318 | $630,811 |
| 2023 | 77 | $2.3M | $187,873 | $394,663 |
| 2022 | 66 | $1.4M | $181,491 | $387,656 |