AUMdb

Athena Consulting Llc 401(k) Plan

Sponsored by Athena Consulting Llc · EIN 161616169 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
535
With balances
172

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Other fees, Participant loan processing $21,558
Merrill Lynch Retirement & Benefit Investment advisory (plan), Direct payment from the plan $14,112