How big is Tatum & Atkinson PLLC's plan?

Tatum & Atkinson PLLC's plan reported $1.7M in assets and 14 participants for 2024.

Original filing (PDF)20251014082934NAL0002323585001

Tatum & Atkinson PLLC

Name: Tatum & Atkinson PLLC — Tatum & Atkinson PLLC 401(k), Form 5500 (2024)
Creator: Tatum & Atkinson PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tatum & Atkinson PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Tatum & Atkinson PLLC's Tatum & Atkinson PLLC 401(k) Profit Sharing Plan & Trust held $1.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Tatum & Atkinson PLLC's EIN is 20-3875637.

EIN 20-3875637

Plan number 001

Plan year 2024

ACK ID 20251014082934NAL0002323585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tatum & Atkinson PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tatum & Atkinson PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TATUM & ATKINSON PLLC.

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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