# Atmos Energy Corporation DB Plan
Source: https://planprovider.pro/companies/atmos-energy-corporation-plan-003

> Atmos Energy Corporation's DB plan: 1,717 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARY

- [WHITLEY PENN LLP](https://planprovider.pro/provider/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|

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