Plan Snapshot
- Plan Sponsor: Athenahealth, INC.
- Sponsor EIN: 043387530
- Sponsor Address: 80 GUEST STREET, BOSTON, MA, 02135
- Plan Type: 401(k)
- Total Participants: 4,628
- Total Assets: $826.6M
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 | 4,628 | $826.6M | $16.4M | $60.7M |
| 2023 | 4,627 | $689.2M | $14.7M | $56.2M |
| 2022 | 4,720 | $532.9M | $15.7M | $55.7M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE 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 | $436,433 | $77,305 | $900 | — | — |
| 2023 | $405,493 | $46,543 | $300 | — | — |
| 2022 | $538,412 | $30,745 | — | — | — |