Athenium Analytics Retirement Plan — Form 5500 plan (Athenium, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Athenium Analytics Retirement Plan is a benefit plan reported by Athenium, LLC under EIN 10-0002753 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $4,720,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athenium, LLC
- EIN
- 10-0002753
- Plan number
- 001
- Plan type
- 2
- Location
- Dover, NH
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $4,720,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20240903113608NAL0010532931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,720,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,720,866
- Net assets (BOY)
- $3,633,027
Income & contributions
- Employer contributions
- $93,894
- Participant contributions
- $569,486
- Total contributions
- $665,245
- Total income / additions
- $1,456,308
Expenses & distributions
- Benefits paid
- $365,954
- Administrative expenses
- $2,515
- Total expenses
- $368,469
- Net increase / (decrease)
- $1,087,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc | NONE | $2,515 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Vanguard | NONE | $0 | $0 | 2023 |
| Alliance Bernstein | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
| Federated Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Athenium, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Dover, NH
- T. Rowe Price Rps, Inc — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Vanguard — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Invesco — Schedule C compensation
- Legg Mason — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- Federated Funds — Schedule C compensation