What public Form 5500 filings show about the Atlantic Family Wealth, LLC 401(k) plan — and how to find and check your own account.
Atlantic Family Wealth, LLC (EIN 46-5616964) reports ATLANTIC FAMILY WEALTH, LLC on its most recent Form 5500, with $2.1M in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Atlantic Family Wealth, LLC filing — schedules, fees, and providers.
Atlantic Family Wealth, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Atlantic Family Wealth, LLCHR for the recordkeeper’s name and login.
