How big is Atherton Wealth Advisors, Inc.'s plan?

Atherton Wealth Advisors, Inc.'s plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20251001160333NAL0012822753001

Atherton Wealth Advisors, Inc.

Name: Atherton Wealth Advisors, Inc. — Atherton Wealth, Form 5500 (2024)
Creator: Atherton Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atherton Wealth Advisors, Inc. 401(k) Plan

401(k) retirement plan · Atherton Wealth Advisors, Inc.'s Atherton Wealth Advisors, Inc. 401(k) Plan held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

KIM Ogden signed Atherton Wealth Advisors, Inc.'s 2024 Form 5500 as plan administrator.

KIM Ogden — 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

Atherton Wealth Advisors, Inc.'s EIN is 20-8541501.

EIN 20-8541501

Plan number 001

Plan year 2024

ACK ID 20251001160333NAL0012822753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atherton Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atherton Wealth Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATHERTON WEALTH ADVISORS, INC..

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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