How big is ATA CPA Group LLC's plan?

ATA CPA Group LLC's plan reported $2.8M in assets and 16 participants for 2025.

Original filing (PDF)20260521114212NAL0001725635001

ATA CPA Group LLC

Name: ATA CPA Group LLC — ATA CPA Group LLC 401(k) Profit, Form 5500 (2025)
Creator: ATA CPA Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ATA CPA Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · ATA CPA Group LLC's ATA CPA Group LLC 401(k) Profit Sharing Plan held $2.8M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Grace FAN signed ATA CPA Group LLC's 2025 Form 5500 as plan administrator.

Grace FAN — 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

ATA CPA Group LLC's EIN is 22-3556313.

EIN 22-3556313

Plan number 001

Plan year 2025

ACK ID 20260521114212NAL0001725635001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATA CPA 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