Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
ATL CPAS & ADVISORS, INC.
EIN 84-4541478Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
333 W. SANTA CLARA ST., SUITE 620 - SAN JOSE, CA 95113408-477-2407
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 6 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
ATL CPAS & ADVISORS, INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$944K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ATL CPAS & ADVISORS, INC. DEFINED CONTRIBUTION PLAN & TRUST
401k
Assets$172K
Participants3
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 | ATL CPAS & ADVISORS, INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $944K | 3 | 2025 | |
| 001 | ATL CPAS & ADVISORS, INC. DEFINED CONTRIBUTION PLAN & TRUST | 401k | $172K | 3 | 2025 |
Retirement plans