Original filing (PDF)20241108092232NAL0007112147001

Atlantic Appraisals, LLC

Name: Atlantic Appraisals, LLC — Valbridge Property, Form 5500 (2023)
Creator: Atlantic Appraisals, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valbridge Property Advisors - Charleston 401(k) Plan

401(k) retirement plan · Atlantic Appraisals, LLC's Valbridge Property Advisors - Charleston 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

TARA Lawrence AFS signed Atlantic Appraisals, LLC's 2023 Form 5500 as plan administrator.

TARA Lawrence AFS — 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 Appraisals, LLC's EIN is 57-0766287.

EIN 57-0766287

Plan number 001

Plan year 2023

ACK ID 20241108092232NAL0007112147001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Atlantic Appraisals, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Atlantic Appraisals, 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 APPRAISALS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score