PlanOptica
Retirement plan

TIDGEWELL ASSOCIATES, INC 401(K) PLAN

ATH HOLDING COMPANY, LLCEIN 11-3713086Plan #006PY 2017
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120 MONUMENT CIRCLE - INDIANAPOLIS, IN 46204317-488-6000
Other plans on this EIN
4 filings
#003Retirement-$7.08B assets#002Retirement-$1.38B assets#004Retirement-$623.9M assets#007Retirement-$1.3M assets
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(317) 488-6000
Plan administrator signer
MARK SABIN
Signed 05/31/2017
Plan administrator entity
PENSION COMMITTEE OF ATH HOLDING COMPANY, LLC
EIN 113713086
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Summary metrics

Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-100.00%
+106.17 pp from 2017

Benchmarks

See 114,324 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants<25
Cohort114,324 peers
Snapshot2017
Participant deferral / active EE
$0
median $5,433
Employer contribution / active EE
$0
median $2,533
Participation rate
0.0%
median 100.0%
Avg account balance
$0
median $76,775
Admin fee / account holder
$0
median $528
Annual return
-100.00%
median 15.72%
Overall peer rank
0th 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 returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

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
-