How big is ATAX, LLC's plan?

ATAX, LLC's plan reported $1.1M in assets and 8 participants for 2025.

Original filing (PDF)20260523082839NAL0008539762001

ATAX, LLC

Name: ATAX, LLC — ATAX, LLC 401(k) Profit Sharing Plan and, Form 5500 (2025)
Creator: ATAX, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ATAX, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · ATAX, LLC's ATAX, LLC 401(k) Profit Sharing Plan and Trust held $1.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Trevor McCandless signed ATAX, LLC's 2025 Form 5500 as plan administrator.

Trevor McCandless — 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

ATAX, LLC's EIN is 27-2112722.

EIN 27-2112722

Plan number 001

Plan year 2025

ACK ID 20260523082839NAL0008539762001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

ATAX, 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 ATAX, 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

Knocking points off