How big is Advanced Trustee Strategies, Inc.'s plan?

Advanced Trustee Strategies, Inc.'s plan reported $1.6M in assets and 10 participants for 2024.

Original filing (PDF)20251010130748NAL0018049650001

Advanced Trustee Strategies, Inc.

Name: Advanced Trustee Strategies, Inc. — ATS Financial, Form 5500 (2024)
Creator: Advanced Trustee Strategies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ATS Financial 401(k) Profit Sharing Plan

401(k) retirement plan · Advanced Trustee Strategies, Inc.'s ATS Financial 401(k) Profit Sharing Plan held $1.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Nisha Varma signed Advanced Trustee Strategies, Inc.'s 2024 Form 5500 as plan administrator.

Nisha Varma — 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

Advanced Trustee Strategies, Inc.'s EIN is 33-0973277.

EIN 33-0973277

Plan number 001

Plan year 2024

ACK ID 20251010130748NAL0018049650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Trustee Strategies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Trustee Strategies, Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED TRUSTEE STRATEGIES, INC..

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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