How big is ATA Advisors LLC's plan?

ATA Advisors LLC's plan reported $467K in assets and 6 participants for 2024.

Original filing (PDF)20250625095610NAL0019067698001

ATA Advisors LLC

Name: ATA Advisors LLC — ATA Advisors LLC 401(k) Profit, Form 5500 (2024)
Creator: ATA Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ATA Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · ATA Advisors LLC's ATA Advisors LLC 401(k) Profit Sharing Plan & Trust held $467K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

People on this filing

Leonardo Tedeschi signed ATA Advisors LLC's 2024 Form 5500 as plan administrator.

Leonardo Tedeschi — 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

ATA Advisors LLC's EIN is 86-2936968.

EIN 86-2936968

Plan number 001

Plan year 2024

ACK ID 20250625095610NAL0019067698001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ATA Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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