Back to filter
Original filing (PDF)20240531091616NAL0029471282001
ATH EMPLOYMENT LLC
Form 5500-SF
FILING_RECEIVED
ATH EMPLOYMENT LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
306
Accounts w/ balance
33
Plan assets (EOY)
$160K
Net assets (EOY)
$160K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATH EMPLOYMENT LLC.
Plan sponsor
Name
ATH EMPLOYMENT LLC
EIN
27-0184977
Address
939 W NORTH AVE, SUITE 750 · CHICAGO, IL · 60642
Phone
(312) 637-2207
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Accommodation & Food Services plans
GOPAL HOSPITALITY MANAGEMENT
GOPAL HOSPITALITY MANAGEMENT 401K PLAN
$160K · 9 participants
WEST POINT MOTEL INC
WEST POINT MOTEL INC 401K PROFIT SHARING PLAN AND TRUST
$160K · 7 participants
DENPOS LLC
DENPOS LLC 401(K) PROFIT SHARING PLAN & TRUST
$159K · 10 participants
SPENARD INNVESTMENTS, LLC
ANCHORAGE 401(K) PLAN
$161K · 77 participants
THE TAMPA CLUB, INC.
THE TAMPA CLUB, INC. 401(K) PLAN
$161K · 8 participants
EVEREST SONOMA MANAGEMENT LLC
EVEREST SONOMA MANAGEMENT 401K PLAN
$159K · 52 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B
