What public Form 5500 filings show about the Assessment and Treatment Associates 401(k) plan — and how to find and check your own account.
Assessment and Treatment Associates (EIN 27-0077182) reports ATA 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $624K in plan assets across 21 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Assessment and Treatment Associates filing — schedules, fees, and providers.
Assessment and Treatment Associates’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Assessment and Treatment AssociatesHR for the recordkeeper’s name and login.
