Original filing (PDF)20251013141519NAL0000701187001

ATHENA PARTNERS, INC.

Name: ATHENA PARTNERS, INC. — ATHENA PARTNERS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ATHENA PARTNERS, INC.

Form 5500-SF

FILING_RECEIVED

ATHENA PARTNERS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATHENA PARTNERS, INC..

Plan sponsor

Name

ATHENA PARTNERS, INC.

EIN

65-0633266

Address

620 DESTACADA AVE · CORAL GABLES, FL · 33156

Phone

(305) 668-1707

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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