Original filing (PDF)20250516125358NAL0030004192001

ATLAS MORTGAGE & INSURANCE COMPANY, INC.

Name: ATLAS MORTGAGE & INSURANCE COMPANY, INC. — ATLAS INSURANCE AGENCY 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: ATLAS MORTGAGE & INSURANCE COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

ATLAS INSURANCE AGENCY 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATLAS MORTGAGE & INSURANCE COMPANY, INC..

Plan sponsor

Name

ATLAS MORTGAGE & INSURANCE COMPANY, INC.

EIN

59-0700799

Address

7120 BENEVA RD · SARASOTA, FL · 342382804

Phone

(941) 366-8424

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator