How big is Athena Management Services, LLC's plan?

Athena Management Services, LLC's plan reported $1.5M in assets and 106 participants for 2025.

Original filing (PDF)20260428123851NAL0009774321001

Athena Management Services, LLC

Name: Athena Management Services, LLC — Athena 401(k) Plan, Form 5500 (2025)
Creator: Athena Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Athena 401(k) Plan

401(k) retirement plan · Athena Management Services, LLC's Athena 401(k) Plan held $1.5M in plan assets for 106 participants in 2025.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Yancey Gaither signed Athena Management Services, LLC's 2025 Form 5500 as plan administrator.

Yancey Gaither — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Athena Management Services, LLC's EIN is 85-1315276.

EIN 85-1315276

Plan number 001

Plan year 2025

ACK ID 20260428123851NAL0009774321001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Athena Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Athena Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score