How big is Attessa Capital LLC's plan?

Attessa Capital LLC's plan reported $276K in assets and 5 participants for 2024.

Original filing (PDF)20251006114353NAL0009183058001

Attessa Capital LLC

Name: Attessa Capital LLC — Attessa Capital 401(k) Plan, Form 5500 (2024)
Creator: Attessa Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Attessa Capital 401(k) Plan

401(k) retirement plan · Attessa Capital LLC's Attessa Capital 401(k) Plan held $276K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

People on this filing

ALEC Berens signed Attessa Capital LLC's 2024 Form 5500 as plan administrator.

ALEC Berens — 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

Attessa Capital LLC's EIN is 84-3798001.

EIN 84-3798001

Plan number 001

Plan year 2024

ACK ID 20251006114353NAL0009183058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Attessa Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Attessa Capital 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 ATTESSA CAPITAL 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