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Original filing (PDF)20251015234400NAL0006028129001
ATH HOLDING COMPANY LLC
Form 5500
FILING_RECEIVED
SCA NON-EXEMPT EMPLOYEE FLEXIBLE BENEFIT PLAN
Health & welfare plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
656
Accounts w/ balance
—
Plan assets (EOY)
$13.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "JP Morgan Interest bearing cash" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATH HOLDING COMPANY LLC.
Plan sponsor
Name
ATH HOLDING COMPANY LLC
EIN
11-3713086
Address
220 VIRGINIA AVENUE · INDIANAPOLIS, IN · 46204
Phone
(844) 203-3255
Industry
Finance & Insurancesee all
Plan administrator
Name
THE HEALTH & WELFARE PLAN COMMITTEE OF ATH HOLDING COMPANY, LLC
EIN
35-1835818
City
INDIANAPOLIS, IN
Phone
(844) 203-3255
Plan characteristics
Plan number
535
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELEVANCE HEALTH, INC. | 35-2145715 | — | PLAN ADMINISTRATOR | $28K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK N.A. | 13-4994650 | — | NONE | $720 | — |
Investments
1 direct security· $13.0M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Interest bearing cash | — | — | $13.0M | $13.0M | 96.8% |