Original filing (PDF)20240418195544NAL0005587649001

ATR VENTURES II

Name: ATR VENTURES II — ATR VENTURES II 401(K) PLAN, Form 5500 (2023)
Creator: ATR VENTURES II

Form 5500-SF

FILING_RECEIVED

ATR VENTURES II 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATR VENTURES II.

Plan sponsor

Name

ATR VENTURES II

EIN

88-4324107

Address

6711 SIERRA CT. UNIT C · DUBLIN, CA · 94568

Phone

(925) 474-2334

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-18

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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