Plan Snapshot
- Plan Sponsor: Athens Insurance Service, INC.
- Sponsor EIN: 680177136
- Sponsor Address: P.O. BOX 4029, CONCORD, CA, 94524
- Plan Type: 401(k)
- Total Participants: 552
- Total Assets: $48.6M
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 | 552 | $48.6M | $1.1M | $3.7M |
| 2023 | 483 | $40.7M | $998,004 | $3.4M |
| 2022 | 439 | $31.5M | $824,919 | $2.9M |
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 |
|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS L | INVESTMENT ADVISOR | $15,000 | — | $15,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $12,356 | — | $12,356 |
| HARRISON ACCOUNTING GROUP, INC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,356
- Estimated Expense Ratio: 0.056% 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 | $27,356 | $15,000 | — | — | — |
| 2023 | $54,056 | $30,000 | $11,623 | — | — |
| 2022 | $41,118 | $30,000 | $10,793 | — | — |