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  1. Companies/
  2. Ata Advisors LLC

Filings through Oct 24, 2026.

Ata Advisors LLC

EIN 86-2936968-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$743K assets
Health & Benefits
0
Participants
7
55 WESTON RD STE 301 - WESTON, FL 333261170954-655-1813
Plans on this EIN
1 filing
#001401(k)-$743K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ATA ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$743K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ATA ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$743K72025
  • ATA ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST$743K
    #001 · 401(k) · 20257
Retirement plans
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