Fundz
Fundz
Benefits Intelligence/Broker Directory/Tennessee

Ata Advisory, LLC

Paris, TN

Ata Advisory, LLC of Paris, TN is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $1,000 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$1,000
plan year 2025
Reported fees
$15

Quick answer

Ata Advisory, LLC (Paris, TN) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ata Advisory, LLC have?
Ata Advisory, LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Ata Advisory, LLC's largest employer clients?
By plan participants, the largest include Mill Masters Inc. (20 participants) and Develey Usa (1 participants).
How much does Ata Advisory, LLC earn in commissions?
Insurers reported $1,000 in broker commissions and $15 in fees paid to Ata Advisory, LLC for plan year 2025, per Schedule A Part 1.
Where is Ata Advisory, LLC located?
Ata Advisory, LLC is based in Paris, TN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ata Advisory, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Mill Masters Inc.TN202025-12-31
Develey UsaTN12025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.