How big is Atkinson Ferguson, LLC's plan?

Atkinson Ferguson, LLC's plan reported $937K in assets and 7 participants for 2024.

Original filing (PDF)20250605182950NAL0020513200001

Atkinson Ferguson, LLC

Name: Atkinson Ferguson, LLC — Atkinson Ferguson, LLC, Form 5500 (2024)
Creator: Atkinson Ferguson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atkinson Ferguson, LLC 401(k) Plan

401(k) retirement plan · Atkinson Ferguson, LLC's Atkinson Ferguson, LLC 401(k) Plan held $937K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

Plan identifiers

Atkinson Ferguson, LLC's EIN is 27-3429049.

EIN 27-3429049

Plan number 001

Plan year 2024

ACK ID 20250605182950NAL0020513200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atkinson Ferguson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atkinson Ferguson, 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 ATKINSON FERGUSON, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ATKINSON FERGUSON, LLC

EIN

all filings

Address

118 COURT STREET · MONROE, GA · 30655

Phone

(770) 267-3000

Industry

Law Offices· Professional & Technical Services

Plan administrator