How big is Gordon E. Conwell Associates, Inc.'s plan?

Gordon E. Conwell Associates, Inc.'s plan reported $580K in assets and 2 participants for 2024.

Original filing (PDF)20251008120254NAL0013674098001

Gordon E. Conwell Associates, Inc.

Name: Gordon E. Conwell Associates, Inc. — Gordon E., Form 5500 (2024)
Creator: Gordon E. Conwell Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gordon E. Conwell Assocs., Inc. Safe Harbor 401(k) Plan

401(k) retirement plan · Gordon E. Conwell Associates, Inc.'s Gordon E. Conwell Assocs., Inc. Safe Harbor 401(k) Plan held $580K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

People on this filing

Gordon E. Conwell Jr. signed Gordon E. Conwell Associates, Inc.'s 2024 Form 5500 as plan administrator.

Gordon E. Conwell Jr. — 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

Gordon E. Conwell Associates, Inc.'s EIN is 23-1705552.

EIN 23-1705552

Plan number 001

Plan year 2024

ACK ID 20251008120254NAL0013674098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gordon E. Conwell Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gordon E. Conwell Associates, Inc.'s plan includes profit-sharing, 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 GORDON E. CONWELL ASSOCIATES, 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