How big is Atlantic Trust Mortgage's plan?

Atlantic Trust Mortgage's plan reported $893K in assets and 10 participants for 2024.

Original filing (PDF)20250716080906NAL0001797523001

Atlantic Trust Mortgage

Name: Atlantic Trust Mortgage — Atlantic Trust Mortgage, Form 5500 (2024)
Creator: Atlantic Trust Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlantic Trust Mortgage 401(k)

401(k) retirement plan · Atlantic Trust Mortgage's Atlantic Trust Mortgage 401(k) held $893K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$893K

Net assets (EOY)

$893K

Plan identifiers

Atlantic Trust Mortgage's EIN is 13-4249996.

EIN 13-4249996

Plan number 001

Plan year 2024

ACK ID 20250716080906NAL0001797523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atlantic Trust Mortgage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atlantic Trust Mortgage's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATLANTIC TRUST MORTGAGE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score