ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 03-0462941 | Plan No. 001 ]

The ATHENS CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST plan, sponsored by ATHENS CAPITAL MANAGEMENT LLC, is listed in Form 5500 data as a 401(k) plan. The filing reports 3 participants and total assets of $875,155 for plan year 2024.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: ATHENS CAPITAL MANAGEMENT LLC

Location: 812 PRESIDIO AVENUE, SANTA BARBARA, CA 93101

EIN: 030462941

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $875,155

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