How big is Atlas Capital Group, LLC's plan?

Atlas Capital Group, LLC's plan reported $8.4M in assets and 77 participants for 2024.

Original filing (PDF)20251007154748NAL0005006145001

Atlas Capital Group, LLC

Name: Atlas Capital Group, LLC — Atlas Capital Group, LLC, Form 5500 (2024)
Creator: Atlas Capital Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlas Capital Group, LLC 401(k) Plan

401(k) retirement plan · Atlas Capital Group, LLC's Atlas Capital Group, LLC 401(k) Plan held $8.4M in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan identifiers

Atlas Capital Group, LLC's EIN is 20-4514093.

EIN 20-4514093

Plan number 001

Plan year 2024

ACK ID 20251007154748NAL0005006145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atlas Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atlas Capital Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATLAS CAPITAL GROUP, LLC.

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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