Original filing (PDF)20260212124712NAL0000128291001

Atherton & Associates, LLP

Name: Atherton & Associates, LLP — Atherton & Associates, Form 5500 (2024)
Creator: Atherton & Associates, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atherton & Associates, LLP 401(k) Plan

401(k) retirement plan · Atherton & Associates, LLP's Atherton & Associates, LLP 401(k) Plan held $7.2M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

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 (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATHERTON & ASSOCIATES, LLP.

Plan sponsor

Name

ATHERTON & ASSOCIATES, LLP

EIN

94-1239084all filings

Address

P.O BOX 4339 · MODESTO, CA · 95352

Phone

(209) 577-4800

Industry