# Athens Insurance Service, INC. 401(k) Plan
Source: https://planprovider.pro/companies/athens-insurance-services-inc-401k-plan

> Athens Insurance Service, INC.'s 401(k) plan: 552 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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