Plan Snapshot
- Plan Sponsor: Athletico, Ltd.
- Sponsor EIN: 363771769
- Sponsor Address: 2122 YORK ROAD, SUITE 300, OAK BROOK, IL, 60523
- Plan Type: 401(k)
- Total Participants: 9,048
- Total Assets: $410.3M
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 | 9,048 | $410.3M | $5.3M | $37.7M |
| 2023 | 8,883 | $341.8M | $6.1M | $34.6M |
| 2022 | 8,588 | $220.1M | $3.3M | $22.2M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $399,901 | $92,000 | — | — | — |
| 2023 | $396,153 | $97,445 | — | — | — |
| 2022 | $273,193 | $42,553 | — | — | $600 |