Plan Snapshot
- Plan Sponsor: Atmos Energy Corporation
- Sponsor EIN: 751743247
- Sponsor Address: 5430 LBJ FREEWAY, DALLAS, TX, 75240
- Plan Type: 401(k)
- Total Participants: 5,287
- Total Assets: $1.1B
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 | 5,287 | $1.1B | $27.9M | $40.1M |
| 2023 | 5,016 | $1.0B | $24.4M | $36.0M |
| 2022 | 4,812 | $931.2M | $22.5M | $32.5M |
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 |
|---|---|---|---|---|
| GUIDED CHOICE | INVESTMENT ADVISORY | $161,016 | — | $161,016 |
| T. ROWE PRICE | RECORDKEEPER/CUSTODIAN | $148,285 | — | $148,285 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,301
- Estimated Expense Ratio: 0.027% 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 | $308,591 | $161,106 | — | — | — |
| 2023 | $257,706 | $162,045 | — | — | — |
| 2022 | $286,940 | $164,449 | — | — | — |