Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ATLAS INVESTMENT VENTURES, LLC
EIN 46-4718048Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
26
P.O. BOX 274 - RANCHO SANTA FE, CA 92067619-300-4626
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 26 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ATLAS INVESTMENT VENTURES, LLC CASH BALANCE PLAN
CashBalance
Assets$971K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ATLAS INVESTMENT VENTURES, LLC RETIREMENT PLAN
401k
Assets$597K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ATLAS INVESTMENT VENTURES, LLC CASH BALANCE PLAN | CashBalance | $971K | 7 | 2025 | |
| 001 | ATLAS INVESTMENT VENTURES, LLC RETIREMENT PLAN | 401k | $597K | 19 | 2024 |
Retirement plans