How big is Ackerly & Ward's plan?

Ackerly & Ward's plan reported $1.9M in assets and 4 participants for 2022.

Original filing (PDF)20231013150600NAL0023038019001

Ackerly & Ward

Name: Ackerly & Ward — Ackerly & Ward Retirement Plan, Form 5500 (2022)
Creator: Ackerly & Ward
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ackerly & Ward Retirement Plan

401(k) retirement plan · Ackerly & Ward's Ackerly & Ward Retirement Plan held $1.9M in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Ackerly & Ward's EIN is 06-1358610.

EIN 06-1358610

Plan number 001

Plan year 2022

ACK ID 20231013150600NAL0023038019001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Ackerly & Ward from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Ackerly & Ward's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACKERLY & WARD.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

ACKERLY & WARD

EIN

all filings

Address

1318 BEDFORD STREET · STAMFORD, CT · 06905

Phone

(203) 975-1151

Industry

Law Offices· Professional & Technical Services

Plan administrator