How big is Atlantic Regional Financial LLC's plan?

Atlantic Regional Financial LLC's plan reported $2.1M in assets and 77 participants for 2024.

Original filing (PDF)20250606072912NAL0021258080001

Atlantic Regional Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Atlantic Regional Financial LLC 401(k) Profit Sharing Plan and TRU

401(k) retirement plan · Atlantic Regional Financial LLC's Atlantic Regional Financial LLC 401(k) Profit Sharing Plan and TRU held $2.1M in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Nick Rice signed Atlantic Regional Financial LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Regional Financial LLC's EIN is 47-1887671.

EIN 47-1887671

Plan number 001

Plan year 2024

ACK ID 20250606072912NAL0021258080001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Atlantic Regional Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 REGIONAL FINANCIAL 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