How big is Alpharetta Underwriters, LLC's plan?

Alpharetta Underwriters, LLC's plan reported $650K in assets and 6 participants for 2024.

Original filing (PDF)20251015151837NAL0004967185001

Alpharetta Underwriters, LLC

Name: Alpharetta Underwriters, LLC — Alpharetta Underwrite, Form 5500 (2024)
Creator: Alpharetta Underwriters, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alpharetta Underwriters, LLC 401(k) Plan

401(k) retirement plan · Alpharetta Underwriters, LLC's Alpharetta Underwriters, LLC 401(k) Plan held $650K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

Plan identifiers

Alpharetta Underwriters, LLC's EIN is 81-2622242.

EIN 81-2622242

Plan number 001

Plan year 2024

ACK ID 20251015151837NAL0004967185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alpharetta Underwriters, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alpharetta Underwriters, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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