How big is Atlantic Advisers Insurance Agency, Inc.'s plan?

Atlantic Advisers Insurance Agency, Inc.'s plan reported $1K in assets and 1 participants for 2024.

Original filing (PDF)20251003141831NAL0003580946001

Atlantic Advisers Insurance Agency, Inc.

Name: Atlantic Advisers Insurance Agency, Inc. — Form 5500 Plan 001 (2024)
Creator: Atlantic Advisers Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlantic Advisers Insurance Agency, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Atlantic Advisers Insurance Agency, Inc.'s Atlantic Advisers Insurance Agency, Inc. 401(k) Profit Sharing Plan held $1K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

Plan identifiers

Atlantic Advisers Insurance Agency, Inc.'s EIN is 04-3458077.

EIN 04-3458077

Plan number 001

Plan year 2024

ACK ID 20251003141831NAL0003580946001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atlantic Advisers Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atlantic Advisers Insurance Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATLANTIC ADVISERS INSURANCE AGENCY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score