# Athena Health Care Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/athena-health-care-associates-inc-401k-plan

> Athena Health Care Associates, INC.'s 401(k) plan: 11,373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Athena Health Care Associates, INC.

- **Sponsor EIN:** 061116677

- **Sponsor Address:** 135 SOUTH ROAD, FARMINGTON, CT, 06032

- **Plan Type:** 401(k)

- **Total Participants:** 11,373

- **Total Assets:** $118.4M

## 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|11,373|$118.4M|$0|$0|

| 2023|11,562|$105.7M|$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|

| PFK O'CONNOR DAVIES, LLP|Auditor|$20,500|—|$20,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PFK O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,500

- **Estimated Expense Ratio:** 0.017% 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|$221,302|—|$143,915|$20,500|—|

| 2023|$185,731|—|$132,949|—|$52,782|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/athena-health-care-associates-inc-401k-plan)

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