Sean Gray signed ATH Holding Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ATH Holding Company, LLC's EIN is 11-3713086.
Download the official 2024 Form 5500 (PDF) for ATH Holding Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ATH Holding Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $4.1M | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $11.9B | 97.9% | |
| ELEVANCE HEALTH DC MT ATH HOLDING COMPANY, LLC · EIN 39-2126045 / PN 001 | Master Trust | — | — | $11.9B | 97.9% |
| MERCER |
| 13-2834414 |
| — |
| INVESTMENT ADVISOR |
| $123K |
| — |
| NEWPORT TRUST COMPANY | 27-2037969 | — | INVESTMENT ADVISOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | 35-2145715 | — | PLAN ADMINISTRATOR | $57K | — |
