How big is Atlas Advisors' plan?

Atlas Advisors' plan reported $2.2M in assets and 183 participants for 2024.

Original filing (PDF)20250606092351NAL0012234929001

Atlas Advisors

Name: Atlas Advisors — Atlas Advisors 401(k) Plan, Form 5500 (2024)
Creator: Atlas Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlas Advisors 401(k) Plan

401(k) retirement plan · Atlas Advisors' Atlas Advisors 401(k) Plan held $2.2M in plan assets for 183 participants in 2024.

Signals · 1

No auditor on file

Active participants

183

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

KEN Szymborski signed Atlas Advisors' 2024 Form 5500 as plan administrator.

KEN Szymborski — 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

Atlas Advisors' EIN is 27-2503774.

EIN 27-2503774

Plan number 001

Plan year 2024

ACK ID 20250606092351NAL0012234929001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Atlas Advisors' 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 ATLAS ADVISORS.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score