Advanced Technology Holding, LLC

90
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
90
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (41)
Average in Peer Group (73)
Highest in Peer Group (90)

Plan Description

ATH Retirement Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 90, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. ATH Retirement Plan and Trust currently has over 700 active participants and over $196.8M in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 11111 Sunset Hills Rd, Ste 400
  • Location
    Reston , VA
  • 20190
  • Industry
    Information
  • Administrator
    Lea Childers
  • Sponsor
    Richard Mcdonald
  • Net Plan Assets
    $197,000,000
  • Total Participants
    760
  • Avg Account Balance
    $260,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
Intelsat 85.3
Neustar 82.8
Polycom 82.2
Sita S.C. 82.1
Syniverse Technologies 80.7
Avaya 73.6
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Investments

Investment Menu Stats

# of Investment Options

56

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 57%
23%
Vanguard Prime Money Market 4%
8%
Vanguard 500 Index 3%
8%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Corporate Trustee
Vanguard Group
Administration
Vanguard Group
Recordkeeper
Vanguard Group
Auditor
Kpmg, LLP

Articles and Questions

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