Original filing (PDF)20260203143103NAL0001316419001

ATHELERA LLC

Name: ATHELERA LLC — ATHELERA RETIREMENT PLAN, Form 5500 (2024)
Creator: ATHELERA LLC

Form 5500-SF

FILING_RECEIVED

ATHELERA RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATHELERA LLC.

Plan sponsor

Name

ATHELERA LLC

EIN

13-4163056

Address

170 EAST END AVE #16A · NEW YORK, NY · 10128

Phone

(917) 704-8344

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

E&E FINANCIAL

E&E FINANCIAL 401(K) PLAN

$36K · 3 participants

RETIREFUL LLC

RETIREFUL LLC 401(K) PLAN

$39K · 2 participants

SG SQUARED PARTNERS, LLC

SG SQUARED PARTNERS, LLC 401(K) PLAN

$35K · 6 participants

WELSH GROUP ENTERPRISES LLC

WELSH GROUP ENTERPRISES 401(K) PLAN

$35K · 6 participants

6TH MAN VENTURES LLC

6MV 401(K) PLAN

$34K · 4 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.