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  2. Athena Advisory, Inc.

Filings through Oct 24, 2026.

Athena Advisory, Inc.

EIN 86-1859648-financial services-Latest filing 2025
Plans
1
Retirement
1
$570K assets
Health & Benefits
0
Participants
14
201 W 5TH STREET, 11TH FLOOR - AUSTIN, TX 78701773-814-6337advicebyathena.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$570K - 14 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ATHENA ADVISORY 401(K) PLAN

401(k)

Assets$570K
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ATHENA ADVISORY 401(K) PLAN401(k)$570K142025
  • ATHENA ADVISORY 401(K) PLAN$570K
    #001 · 401(k) · 202514
Retirement plans
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