How big is Atkinson, P.A.'s plan?

Atkinson, P.A.'s plan reported $5.6M in assets and 8 participants for 2024.

Original filing (PDF)20250914163929NAL0000350337001

Atkinson, P.A.

Name: Atkinson, P.A. — Atkinson, P.A. 401(k) Profit, Form 5500 (2024)
Creator: Atkinson, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atkinson, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Atkinson, P.A.'s Atkinson, P.A. 401(k) Profit Sharing Plan held $5.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Brian McCormick for TRPC signed Atkinson, P.A.'s 2024 Form 5500 as plan administrator.

Brian McCormick for TRPC — 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

Atkinson, P.A.'s EIN is 20-1360533.

EIN 20-1360533

Plan number 001

Plan year 2024

ACK ID 20250914163929NAL0000350337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atkinson, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atkinson, P.A.'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 ATKINSON, P.A..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

ATKINSON, P.A.

EIN

all filings

Address

1 SE 3RD AVENUE · SUITE 2100 · MIAMI, FL · 33131

Phone

(305) 376-8840

Industry

Law Offices· Professional & Technical Services

Plan administrator