Original filing (PDF)20251015151837NAL0004967185001

ALPHARETTA UNDERWRITERS, LLC

Name: ALPHARETTA UNDERWRITERS, LLC — ALPHARETTA UNDERWRITERS, LLC 401K PLAN, Form 5500 (2024)
Creator: ALPHARETTA UNDERWRITERS, LLC

Form 5500-SF

FILING_RECEIVED

ALPHARETTA UNDERWRITERS, LLC 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALPHARETTA UNDERWRITERS, LLC.

Plan sponsor

Name

ALPHARETTA UNDERWRITERS, LLC

EIN

81-2622242

Address

65 ROSWELL ST · SUITE 300 · ALPHARETTA, GA · 30009

Phone

(301) 524-3500

Industry

All Other Professional Services· Professional & Technical Servicessee all

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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