How big is Erwin & Co., P.A.'s plan?

Erwin & Co., P.A.'s plan reported $4.5M in assets and 25 participants for 2024.

Original filing (PDF)20250707083247NAL0003561969001

Erwin & Co., P.A.

Name: Erwin & Co., P.A. — Erwin & Co., P.a 401(k) Profit, Form 5500 (2024)
Creator: Erwin & Co., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Erwin & Co., P.a 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Erwin & Co., P.A.'s Erwin & Co., P.a 401(k) Profit Sharing Plan and Trust held $4.5M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Tanya Esworthy signed Erwin & Co., P.A.'s 2024 Form 5500 as plan administrator.

Tanya Esworthy — 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

Erwin & Co., P.A.'s EIN is 71-0603587.

EIN 71-0603587

Plan number 001

Plan year 2024

ACK ID 20250707083247NAL0003561969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Erwin & Co., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Erwin & Co., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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