How big is Atria Consulting LLC's plan?

Atria Consulting LLC's plan reported $493K in assets and 14 participants for 2025.

Original filing (PDF)20260522150037NAL0002442163001

Atria Consulting LLC

Name: Atria Consulting LLC — Form 5500 (2025)
Creator: Atria Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Atria Consulting LLC held $493K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$493K

Net assets (EOY)

$493K

People on this filing

Melissa Bordman signed Atria Consulting LLC's 2025 Form 5500 as plan administrator.

Melissa Bordman — 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

Atria Consulting LLC's EIN is 20-5217729.

EIN 20-5217729

Plan number 001

Plan year 2025

ACK ID 20260522150037NAL0002442163001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Atria Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Atria Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ATRIA CONSULTING LLC

EIN

all filings

Address

1 AAA DRIVE · SUITE 206 · HAMILTON, NJ · 08691

Phone

(646) 722-8702

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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