Atchison Advisory, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Atchison Advisory, INC.
  • Sponsor EIN: 200884836
  • Sponsor Address: 35080 EL NIGUEL ROAD, LAKE ELSINORE, CA, 92530
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $227,770

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$227,770$0$0
20243$227,770$0$0
20233$210,177$0$0
20223$205,500$0$0

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