How big is David L. ATON, CFP's plan?

David L. ATON, CFP's plan reported $591K in assets and 4 participants for 2025.

Original filing (PDF)20260518161231NAL0000225523001

David L. ATON, CFP

Name: David L. ATON, CFP — David L. ATON, CFP 401(k) Plan, Form 5500 (2025)
Creator: David L. ATON, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David L. ATON, CFP 401(k) Plan

401(k) retirement plan · David L. ATON, CFP's David L. ATON, CFP 401(k) Plan held $591K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$591K

Net assets (EOY)

$591K

People on this filing

David ATON signed David L. ATON, CFP's 2025 Form 5500 as plan administrator.

David ATON — 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

David L. ATON, CFP's EIN is 20-4240119.

EIN 20-4240119

Plan number 001

Plan year 2025

ACK ID 20260518161231NAL0000225523001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David L. ATON, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David L. ATON, CFP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID L. ATON, CFP.

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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