Plan Snapshot
- Plan Sponsor: Atmos Energy Corporation
- Sponsor EIN: 751743247
- Sponsor Address: 5430 LBJ FREEWAY, DALLAS, TX, 75240
- Plan Type: DB
- Total Participants: 1,717
- Total Assets: $580.5M
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 | 1,717 | $580.5M | $0 | $0 |
| 2023 | 1,882 | $547.2M | $5.0M | $0 |
| 2022 | 2,060 | $509.2M | $8.0M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | ACTUARY | $468,729 | — | $468,729 |
| BROWN ADVISORY | INVESTMENT MANAGER | $374,914 | $1,667 | $376,581 |
| WEDGE CAPITAL | INVESTMENT MANAGER | $314,921 | $25,930 | $340,851 |
| STATE STREET RETIREE SERVICES | RECORDKEEPER | $315,376 | — | $315,376 |
| SYSTEMATIC FINANCIAL MANAGEMENT | INVESTMENT MANAGER | $253,654 | $1,689 | $255,343 |
| EAGLE ASSET | INVESTMENT MANAGER | $218,988 | $8,076 | $227,064 |
| ACADIAN INTL SMALL CAP | INVESTMENT MANAGER | $165,284 | $19,979 | $185,263 |
| AGINCOURT | INVESTMENT MANAGER | $141,805 | — | $141,805 |
| LCG ASSOCIATES | CONSULTANT | $62,315 | — | $62,315 |
| STATE STREET GLOBAL ADVISORS | CUSTODIAN | $53,301 | $291 | $53,592 |
| WHITLEY PENN LLP | AUDITOR | $41,019 | — | $41,019 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — ACTUARY
- WHITLEY PENN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,467,938
- Estimated Expense Ratio: 0.425% 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 | $2,848,724 | $1,522,868 | — | $41,019 | — |
| 2023 | $2,787,256 | $1,489,296 | — | $38,670 | — |
| 2022 | $2,943,125 | $1,653,393 | — | — | $554,332 |