How big is Atlantic Family Wealth, LLC's plan?

Atlantic Family Wealth, LLC's plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250527145000NAL0016274706001

Atlantic Family Wealth, LLC

Name: Atlantic Family Wealth, LLC — Form 5500 (2024)
Creator: Atlantic Family Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Atlantic Family Wealth, LLC held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

RAUL Isern signed Atlantic Family Wealth, LLC's 2024 Form 5500 as plan administrator.

RAUL Isern — 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 Family Wealth, LLC's EIN is 46-5616964.

EIN 46-5616964

Plan number 001

Plan year 2024

ACK ID 20250527145000NAL0016274706001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Atlantic Family Wealth, 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 ATLANTIC FAMILY WEALTH, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Plan sponsor

Name

ATLANTIC FAMILY WEALTH, LLC

EIN

all filings

Address

6705 S. RED ROAD, STE 604 · CORAL GABLES, FL · 33143

Phone

(305) 222-0977

Industry

Finance & Insurance

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

2025-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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