Plan Ledger DOL Form 5500 · updated monthly

Ath Holding Company, LLC401(k) + ESOP (KSOP)

ELEVANCE HEALTH 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Ath Holding Company, LLC reported $6,295,758 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. Employer contributions averaged $4,249 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2nd-largest of 1,562 plans among Indiana employers on file, and the 12th of 4,798 in finance & insurance. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,109,864,062
Participants with balances90,675
Active participants71,880
Employer contributions$305,383,109
Employee contributions$573,925,799
Employer contribution per active participant$4,249
Average account balance$133,552
Benefits paid to participants$1,258,813,891
Plan auditUnmodified (clean) audit opinion
AuditorERNST YOUNG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.1B · 90,675 accts · $305.4M emplr
2023$11.0B · 92,892 accts · $305.5M emplr
2022$9.5B · 92,556 accts · $282.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,975,846
Investment management$4,269,465
Total administrative$6,295,758
The Ath Holding Company, LLC 401(k) match · 2024
Employer contribution per active participant$4,249
Median for plans this size$5,259
2024$4,249 per active participant
2023$4,178 per active participant
2022$3,688 per active participant

Ath Holding Company, LLC's 2024 employer contribution ran below the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$4,056,009
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,975,846
MERCER · Investment advisory (plan)$123,456
NEWPORT TRUST COMPANY · Investment advisory (plan)$90,000
ELEVANCE HEALTH INC · Plan administrator$56,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$6,295,758 · 0.05%
2023$6,170,309 · 0.06%
2022$6,278,364 · 0.06%
Same employer
Similar plansFinance & Insurance · Indiana
U.S. Bancorp MN$13.0B · 0.04%
Edward D. Jones & Co., L.P. MO$12.4B · 0.01%
Liberty Mutual Group Inc. MA$10.8B · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113713086 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.