Original filing (PDF)20250604152459NAL0008486195001

MATTIA AND ASSOCIATES, LLC DBA ATLAS FIDUCIARY FINANCIAL, LLC

Name: MATTIA AND ASSOCIATES, LLC DBA ATLAS FIDUCIARY FINANCIAL, LLC — ATLAS FIDUCIARY FINANCIAL, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MATTIA AND ASSOCIATES, LLC DBA ATLAS FIDUCIARY FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

ATLAS FIDUCIARY FINANCIAL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTIA AND ASSOCIATES, LLC DBA ATLAS FIDUCIARY FINANCIAL, LLC.

Plan sponsor

Name

MATTIA AND ASSOCIATES, LLC DBA ATLAS FIDUCIARY FINANCIAL, LLC

EIN

84-4250343all filings

Address

2201 CANTU CT., STE 116A · SARASOTA, FL · 34232

Phone

(941) 879-9290

Industry

Finance & Insurancesee all

Plan administrator