Advanced Technology Holding 401(k) match, vesting and fees

Plan year 2025 filingAth Retirement Plan and Trust · Plan 001 · EIN 26-4662192Updated Oct 2026

What Advanced Technology Holding's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $8.2M in employer contributions, about $8,583 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$380,916
Average account balance
977
Participants (end of year)
$363M
Plan assets (end of year)
0.04%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperVanguard Group IncSchedule C ↗
Independent auditorKPMG LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 84 defined-contribution plans in information with 500 to 999 participants.

Advanced Technology Holding: employer contribution per participant$8,583
Peer median$1,913
Advanced Technology Holding: average balance$380,916
Peer median$95,227
Advanced Technology Holding: admin expenses ÷ assets0.04%
Peer median0.14%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $315M at the end of plan year 2021 to $363M at the end of plan year 2025.

$315M2021$262M2022$305M2023$325M2024$363M2025
End-of-year figures from each plan year's Form 5500 filing for the Advanced Technology Holding plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025977$363M$8.2M$8,5830.04%Not publishedForm 5500 ↗
2024951$325M$8.1M$8,6780.04%Not publishedForm 5500 ↗
2023900$305M$7.4M$8,3990.04%Not publishedForm 5500 ↗
2022884$262M$7.4M$8,4720.03%Not publishedForm 5500 ↗
2021844$315M$7.1M$8,5980.04%Not publishedForm 5500 ↗

Common questions

Does Advanced Technology Holding match 401(k) contributions?

The match terms for the Ath Retirement Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $8.2M in employer contributions, about $8,583 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Advanced Technology Holding 401(k) match vested?

The vesting schedule for the Ath Retirement Plan and Trust is not in the data published so far. Your Summary Plan Description states it.

Who manages the Advanced Technology Holding 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Vanguard Group Inc. The plan administrator is Advanced Technology Holding, LLC.

I left Advanced Technology Holding. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Advanced Technology Holding, LLC, (703) 453-7700) or the recordkeeper, Vanguard Group Inc. The Advanced Technology Holding old 401(k) page lists the contacts from every plan filing. Find an old Advanced Technology Holding 401(k)

Data from the public Form 5500 annual reports Advanced Technology Holding filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Advanced Technology Holding. Not financial advice. Report a correction · Methodology