Athens Services 401(k) Profit Sharing Plan
Sponsored by Athens Services · EIN 954313271 · Plan #001
- Total assets
- $122M
- Net assets
- $122M
- Active participants
- 2,368
- With balances
- 2,127
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $173,447 |
| Rpa Financial Llc | Investment advisory (plan), Direct payment from the plan | $101,320 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $57,214 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $29,196 |
| Lsl, Llp | Accounting, Direct payment from the plan | $20,800 |