How big is Southwick Associates Inc.'s plan?

Southwick Associates Inc.'s plan reported $1.6M in assets and 11 participants for 2024.

Original filing (PDF)20250606115933NAL0012637473001

Southwick Associates Inc.

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

Form 5500-SF

FILING_RECEIVED

Southwick Associates 401(k) Plan

401(k) retirement plan · Southwick Associates Inc.'s Southwick Associates 401(k) Plan held $1.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Nick Rice signed Southwick Associates Inc.'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

Southwick Associates Inc.'s EIN is 59-3536215.

EIN 59-3536215

Plan number 001

Plan year 2024

ACK ID 20250606115933NAL0012637473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southwick Associates Inc.'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 SOUTHWICK 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