Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ATLAS CAPITAL, INC.
EIN 90-0353681Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
7
240 N. VIRGIL AVE., STE. 16A - LOS ANGELES, CA 90004310-200-6326
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 7 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#001
ATLAS CAPITAL, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ATLAS CAPITAL, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$102K
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 | |
|---|---|---|---|---|---|---|
| 001 | ATLAS CAPITAL, INC. DEFINED BENEFIT PLAN | CashBalance | $1.2M | 4 | 2024 | |
| 002 | ATLAS CAPITAL, INC. PROFIT SHARING PLAN | ProfitSharing | $102K | 3 | 2024 |
Retirement plans