Retirement plan

ATHENA SERVICES INTERNATIONAL RETIREMENT PLAN

Name: ATHENA SERVICES INTERNATIONAL, LLC - ATHENA SERVICES INTERNATIONAL RETIREMENT PLAN (2024) Form 5500
Creator: ATHENA SERVICES INTERNATIONAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATHENA SERVICES INTERNATIONAL RETIREMENT PLAN, ATHENA SERVICES INTERNATIONAL, LLC

ATHENA SERVICES INTERNATIONAL, LLCEIN 47-0994976Plan #001PY 2024

4905 DEL RAY AVENUE, SUITE 402 - BETHESDA, MD 20814301-547-3131LinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$367K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$3.5M

+4.2% from 2023

Total participants

226

-3.8% from 2023

Average account balance

$16,148

+11.8% from 2023

Annual return

12.20%

-4.13 pp from 2023

Benchmarks

See 1,419 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,419 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.54M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$16K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

219

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$412K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.20%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$168

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY1 year Service code 26 · EIN 71-0294708	Advisory (Participants)	$22,736
BOON ADMINISTRATIVE SERVICES INC1 year Filed as: BOON ADMINISTRATIVE SERVICES Service code 99 · EIN 33-0449333	Other Fees	$7,216
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 STE 400 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN T, TX 78735	Other Commissions	$6,395

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$37K

$236 / participant

Other / not subdivided$37K100.0%

% of EOY assets

1.039%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,148

$45,119-64.2%

$85,126-81.0%

$74,429-78.3%

Participation rate

95.5%

49.4%+46.2pp

67.5%+28.0pp

67.2%+28.3pp

Annual return

12.20%

26.28%-14.1pp

66.63%-54.4pp

1368.38%-1356.2pp

Employer contribution / active EE

$2,251

$1,460+54.2%

$2,731-17.6%

$2,625-14.2%

Participant deferral / active EE

$391

$2,738-85.7%

$4,523-91.4%

$4,348-91.0%

Admin fee / account holder

$168

$2,214-92.4%

$6,160-97.3%

$1,944-91.4%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Service code 26 · EIN 71-0294708

Advisory (Participants)

$22,736

BOON ADMINISTRATIVE SERVICES INC1 year

Filed as: BOON ADMINISTRATIVE SERVICES

Service code 99 · EIN 33-0449333

Other Fees

$7,216

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA INVESTMENT SERVICES, LLC

Service code 55

STE 400 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN T, TX 78735

Other Commissions

$6,395

ATHENA SERVICES INTERNATIONAL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATHENA SERVICES INTERNATIONAL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion