Original filing (PDF)20251010130748NAL0018049650001

ADVANCED TRUSTEE STRATEGIES, INC.

Name: ADVANCED TRUSTEE STRATEGIES, INC. — ATS FINANCIAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ADVANCED TRUSTEE STRATEGIES, INC.

Form 5500-SF

FILING_RECEIVED

ATS FINANCIAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED TRUSTEE STRATEGIES, INC..

Plan sponsor

Name

ADVANCED TRUSTEE STRATEGIES, INC.

EIN

33-0973277

Address

5435 OBERLIN DRIVE · SUITE 200 · SAN DIEGO, CA · 92121

Phone

(858) 643-5757

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

POLARIS ADVISORY INC.

POLARIS ADVISORY INC. 401(K) PLAN

$1.6M · 2 participants

EVERGREEN CONSULTING, INC.

EVERGREEN ASSOCIATES 401(K) PROFIT SHARING PLAN

$1.6M · 5 participants

HARMON FINANCIAL ADVISORS, INC.

HARMON FINANCIAL ADVISORS, INC. PROFIT SHARING PLAN

$1.6M · 10 participants

SPECIALIZED METALS, INC.

SPECIALIZED METALS, INC. CASH BALANCE PLAN

$1.6M · 2 participants

MIDWEST PROFESSIONAL PLANNERS, LTD.

MPPL 401(K) PROFIT SHARING PLAN