How big is Atmos Financial, PBC's plan?

Atmos Financial, PBC's plan reported $269K in assets and 10 participants for 2024.

Original filing (PDF)20251009154536NAL0011288016001

Atmos Financial, PBC

Name: Atmos Financial, PBC — Atmos 401(k) Plan, Form 5500 (2024)
Creator: Atmos Financial, PBC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atmos 401(k) Plan

401(k) retirement plan · Atmos Financial, PBC's Atmos 401(k) Plan held $269K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

People on this filing

Richard Tatum signed Atmos Financial, PBC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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 Financial, PBC's EIN is 81-1283590.

EIN 81-1283590

Plan number 001

Plan year 2024

ACK ID 20251009154536NAL0011288016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atmos Financial, PBC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atmos Financial, PBC'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 FINANCIAL, PBC.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ATMOS FINANCIAL, PBC

EIN

all filings

Address

303 2ND STREET, SUITE 500 NORTH · SAN FRANCISCO, CA · 94107

Phone

(567) 307-1148

Industry

Finance & Insurance

Plan administrator