Original filing (PDF)20241014103531NAL0014777683001

ATI Group, LLC

Name: ATI Group, LLC — ATI Group 401(k) Plan, Form 5500 (2023)
Creator: ATI Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ATI Group 401(k) Plan

401(k) retirement plan · ATI Group, LLC's ATI Group 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

ATI Group, LLC's EIN is 47-3273961.

EIN 47-3273961

Plan number 001

Plan year 2023

ACK ID 20241014103531NAL0014777683001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for ATI Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

ATI Group, 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 ATI GROUP, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ATI GROUP, LLC

EIN

all filings

Address

1615 SW MAIN STREET · SUITE #207 · ANKENY, IA · 50023

Phone

(515) 520-7851

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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