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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | $41,019 | — | $41,019 |
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: $41,019
- Estimated Expense Ratio: 0.007% 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 |