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DAVID L. ATON, CFP

EIN 20-4240119-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$591K assets
Welfare
0
Participants
5
1420 ROCKY RIDGE DRIVE, SUITE 160 - ROSEVILLE, CA 95661916-784-2240
Plans on this EIN
1 filing
#001401k-$591K - 5 part

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Retirement#001

DAVID L. ATON, CFP 401(K) PLAN

401k

Assets$591K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVID L. ATON, CFP 401(K) PLAN401k$591K52025
Retirement plans
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