How big is NWAM, LLC's plan?

NWAM, LLC's plan reported $4.5M in assets and 42 participants for 2024.

Original filing (PDF)20251014173105NAL0007037458001

NWAM, LLC

Name: NWAM, LLC — Northwest Asset Management Retirement, Form 5500 (2024)
Creator: NWAM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northwest Asset Management Retirement Savings Plan

401(k) retirement plan · NWAM, LLC's Northwest Asset Management Retirement Savings Plan held $4.5M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Nelly Mubashi signed NWAM, LLC's 2024 Form 5500 as plan administrator.

Nelly Mubashi — 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

NWAM, LLC's EIN is 26-3111449.

EIN 26-3111449

Plan number 001

Plan year 2024

ACK ID 20251014173105NAL0007037458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NWAM, LLC'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 NWAM, LLC.

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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