· 2022–2024 · DOL EFAST2

BOUTWELL & ASSOCIATES LLC — BOUTWELL & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250414091635NAL0003110050001

BOUTWELL & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

BOUTWELL & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$185K

Net assets (EOY)

$185K

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

69

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BOUTWELL & ASSOCIATES LLC

EIN

20-0167862all filings

Address

2280 SATELLITE BLVD BLDG B · DULUTH, GA · 300975005

Phone

(678) 895-0800

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

KALEIDO STUDIO ARCHITECTURE, LLC

KALEIDO STUDIO ARCHITECTURE, LLC 401K PLAN

$185K · 4 participants

OUTSIDE PRODUCTIONS INC

OUTSIDE PRODUCTIONS INC 401(K) PROFIT SHARING PLAN & TRUST

$185K · 10 participants

STANTON W ESPINOSA ARCHITECTS

STANTON W ESPINOSA ARCHITECTS 401(K) PROFIT SHARING PLAN & TRUST

$185K · 7 participants

ARCHITECTURE DESIGNS PLUS, P.A.

ADP 401(K) PLAN

$185K · 4 participants

RAD ARCHITECTURE, INC.

RAD ARCHITECTURE 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.