Athena Technology Group, Inc. 401(k) Plan
Sponsored by Athena Technology Group, Inc. · EIN 272806707 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 88
- With balances
- 129
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc | Recordkeeping, Recordkeeping fees, Other fees | $13,813 |
| Tigers Eye Benefits Consulting | Plan administrator, Consulting (general), Participant communication | $10,545 |
| Global Retirement Partners | Investment advisory (participants) | $9,088 |
| Sageview Advisory Group | Investment advisory (participants) | $832 |