PlanOptica
Retirement plan

TIDGEWELL ASSOCIATES, INC 401(K) PLAN

ATH HOLDING COMPANY, LLCEIN 11-3713086Plan #006PY 2016
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120 MONUMENT CIRCLE - INDIANAPOLIS, IN 46204317-488-6000
Other plans on this EIN
3 filings
#003Retirement-$5.83B assets#002Retirement-$1.29B assets#004Retirement-$566.2M assets
Prospect flagsLow participationLow employer contributionLow participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(317) 488-6000
Plan administrator signer
MARK SABIN
Signed 05/26/2017
Plan administrator entity
PENSION COMMITTE OF ATH HOLDING COMPANY, LLC
EIN 113713086
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Summary metrics

Total assets (EOY)
$434K
No prior year
Total participants
33
No prior year
Average account balance
$48,242
No prior year
Annual return
6.17%
+106.17 pp from 2017

Benchmarks

See 24,581 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants25-99
Cohort24,581 peers
Snapshot2016
Participant deferral / active EE
$0
median $4,466
Employer contribution / active EE
$0
median $1,852
Participation rate
27.3%
median 80.7%
Avg account balance
$48,242
median $52,644
Admin fee / account holder
$122
median $1,708
Annual return
6.17%
median 7.92%
Overall peer rank
27th percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Top hat statement on fileNQDC

Filed May 10, 2018

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2J2K3D
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 3D
    Pre-approved pension plan
    A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

  • OpportunityLow employer contribution

    Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$1K
$33 / participant
  • Other / not subdivided$1K100.0%
% of EOY assets
0.253%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-