Original filing (PDF)20250730210654NAL0002668531001

ATL CPAS & ADVISORS, INC.

Name: ATL CPAS & ADVISORS, INC. — ATL CPAS & ADVISORS, INC. DEFINED CONTRIBUTION PLAN & TRUST, Form 5500 (2024)
Creator: ATL CPAS & ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

ATL CPAS & ADVISORS, INC. DEFINED CONTRIBUTION PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATL CPAS & ADVISORS, INC..

Plan sponsor

Name

ATL CPAS & ADVISORS, INC.

EIN

84-4541478

Address

333 W. SANTA CLARA ST. · SUITE 620 · SAN JOSE, CA · 95113

Phone

(408) 477-2407

Industry