How big is The Audit Technology Group LLC's plan?

The Audit Technology Group LLC's plan reported $1.3M in assets and 57 participants for 2024.

Original filing (PDF)20250617120411NAL0001801665001

The Audit Technology Group LLC

Name: The Audit Technology Group LLC — The Audit Technolog, Form 5500 (2024)
Creator: The Audit Technology Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Audit Technology Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Audit Technology Group LLC's The Audit Technology Group LLC 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Margaret S Herron signed The Audit Technology Group LLC's 2024 Form 5500 as plan administrator.

Margaret S Herron — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Audit Technology Group LLC's EIN is 16-1708516.

EIN 16-1708516

Plan number 001

Plan year 2024

ACK ID 20250617120411NAL0001801665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Audit Technology Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Audit Technology Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 THE AUDIT TECHNOLOGY GROUP LLC.

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Plan health score

Above-average plan

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

Knocking points off