How big is Atlantic Westerly's plan?

Atlantic Westerly's plan reported $67K in assets and 3 participants for 2024.

Original filing (PDF)20250723163616NAL0005716144001

Atlantic Westerly

Name: Atlantic Westerly — Atlantic Westerly 401(k) Plan, Form 5500 (2024)
Creator: Atlantic Westerly
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlantic Westerly 401(k) Plan

401(k) retirement plan · Atlantic Westerly's Atlantic Westerly 401(k) Plan held $67K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

People on this filing

Marjorie Johnson signed Atlantic Westerly's 2024 Form 5500 as plan administrator.

Marjorie Johnson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Atlantic Westerly's EIN is 13-2594650.

EIN 13-2594650

Plan number 001

Plan year 2024

ACK ID 20250723163616NAL0005716144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Atlantic Westerly from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Atlantic Westerly'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 WESTERLY.

Finding similar companies…

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