How big is Atkinson, Baker & Rodriguez, P.C.'s plan?

Atkinson, Baker & Rodriguez, P.C.'s plan reported $4.5M in assets and 10 participants for 2024.

Original filing (PDF)20250505133502NAL0005861235001

Atkinson, Baker & Rodriguez, P.C.

Name: Atkinson, Baker & Rodriguez, P.C. — Atkinson, Baker, Form 5500 (2024)
Creator: Atkinson, Baker & Rodriguez, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atkinson, Baker & Rodriguez, P.C. Profit Sharing Plan

Defined-contribution retirement plan · Atkinson, Baker & Rodriguez, P.C.'s Atkinson, Baker & Rodriguez, P.C. Profit Sharing Plan held $4.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Atkinson, Baker & Rodriguez, P.C.'s EIN is 85-0398347.

EIN 85-0398347

Plan number 001

Plan year 2024

ACK ID 20250505133502NAL0005861235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atkinson, Baker & Rodriguez, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atkinson, Baker & Rodriguez, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATKINSON, BAKER & RODRIGUEZ, P.C..

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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