How big is ATA Associates, Inc.'s plan?

ATA Associates, Inc.'s plan reported $336K in assets and 12 participants for 2025.

Original filing (PDF)20260311130706NAL0005613170001

ATA Associates, Inc.

Name: ATA Associates, Inc. — ATA Associates, Inc. 401(k), Form 5500 (2025)
Creator: ATA Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ATA Associates, Inc. 401(k) Plan

401(k) retirement plan · ATA Associates, Inc.'s ATA Associates, Inc. 401(k) Plan held $336K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

People on this filing

Robert Swint signed ATA Associates, Inc.'s 2025 Form 5500 as plan administrator.

Robert Swint — 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

ATA Associates, Inc.'s EIN is 74-2201380.

EIN 74-2201380

Plan number 001

Plan year 2025

ACK ID 20260311130706NAL0005613170001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ATA Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ATA Associates, Inc.'s plan includes 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 ATA ASSOCIATES, 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