How big is Atmos Advisory, LLC's plan?

Atmos Advisory, LLC's plan reported $421K in assets and 3 participants for 2025.

Original filing (PDF)20260420101147NAL0000658083001

Atmos Advisory, LLC

Name: Atmos Advisory, LLC — Atmos Advisory, LLC 401(k), Form 5500 (2025)
Creator: Atmos Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atmos Advisory, LLC 401(k) Plan

401(k) retirement plan · Atmos Advisory, LLC's Atmos Advisory, LLC 401(k) Plan held $421K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

Richard I. Lerach signed Atmos Advisory, LLC's 2025 Form 5500 as plan administrator.

Richard I. Lerach — 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

Atmos Advisory, LLC's EIN is 45-4115520.

EIN 45-4115520

Plan number 001

Plan year 2025

ACK ID 20260420101147NAL0000658083001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Atmos Advisory, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATMOS ADVISORY, 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