Plan Snapshot
- Plan Sponsor: Athletics Investment Group, LLC
- Sponsor EIN: 943232189
- Sponsor Address: 400 BALLPARK DRIVE, WEST SACRAMENTO, CA, 95691
- Plan Type: DB
- Total Participants: 101
- Total Assets: $69.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 101 | $69.2M | $400,000 | $0 |
| 2023 | 124 | $67.3M | $900,000 | $0 |
| 2022 | 135 | $61.7M | $1.6M | $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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $21,300 | — | $21,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,300
- Estimated Expense Ratio: 0.031% 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 | $425,719 | $151,944 | — | $21,300 | — |
| 2023 | $468,532 | $63,460 | — | $26,814 | — |
| 2022 | $532,185 | $99,640 | — | — | $61,471 |