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Original filing (PDF)20251014140301NAL0004179888001
ATHENA TECHNOLOGY GROUP, INC.
Form 5500
FILING_RECEIVED
ATHENA TECHNOLOGY GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~93 bps in Sched C fees
Active participants
88
Accounts w/ balance
129
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 93 bps in Schedule C fees — 78% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATHENA TECHNOLOGY GROUP, INC..
Plan sponsor
Name
ATHENA TECHNOLOGY GROUP, INC.
EIN
27-2806707
Address
P.O. BOX 487 · EAST SETAUKET, NY · 11733
Phone
(703) 483-3700
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | MALVERN, PA | RECORDKEEPER | $14K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | RIA, RI, IA | $9K | — |
| SAGEVIEW ADVISORY GROUP | 51-0492818 | NEWPORT BEACH, CA | RIA, RI, IA | $832 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIGERS EYE BENEFITS CONSULTING | — | HAGERSTOWN, MD | THIRD PARTY ADMIN | $11K | — |
Investments
24 direct securities· $3.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Mutual Fund NR | — | — | — | $646K | 17.5% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund NR | — | — | — | $511K | 13.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund NR | — | — | — | $381K | 10.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund NR | — | — | — | $346K | 9.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund NR | — | — | — | $301K | 8.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund NR | — | — | — | $248K | 6.7% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund NR | — | — | — | $230K | 6.2% | |
| Vanguard 500 Index Fund Mutual Fund NR | — | — | — | $175K | 4.7% | |
| Vanguard Growth Index Fund Mutual Fund NR | — | — | — | $158K | 4.3% | |
| Guaranteed Investment Standard Stable Asset Fund Contract NR | — | — | — | $150K | 4.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund NR | — | — | — | $120K | 3.2% | |
| Vanguard Target Retirement Income Fund Mutual Fund NR | — | — | — | $79K | 2.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund NR | — | — | — | $51K | 1.4% | |
| Vanguard Small Cap Index Fund Mutual Fund NR | — | — | — | $49K | 1.3% | |
| Vanguard Mid Cap Index Fund Mutual Fund NR | — | — | — | $49K | 1.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund NR | — | — | — | $40K | 1.1% | |
| Vanguard Total International Stock Index Fund Mutual Fund NR | — | — | — | $38K | 1.0% | |
| Vanguard Value Index Fund Mutual Fund NR | — | — | — | $27K | 0.7% | |
| Vanguard Total Bond Market Index Fund Mutual Fund NR | — | — | — | $22K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund NR | — | — | — | $22K | 0.6% | |
| Federated Hermes Institutional High Yield Bond Fund Mutual Fund NR 977 American Funds Capital World Bond Fund Mutual Fund NR | — | — | — | $21K | 0.6% | |
| PIMCO Income Fund Mutual Fund NR | — | — | — | $15K | 0.4% | |
| Fidelity Advisor Focused Emerging Markets Fund Mutual Fund NR | — | — | — | $15K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund NR | — | — | — | $2K | <0.1% |
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