Original filing (PDF)20251211094342NAL0007116432001

EWM Capital, LLC

Name: EWM Capital, LLC — EWM Capital LLC 401(k) Plan, Form 5500 (2024)
Creator: EWM Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EWM Capital LLC 401(k) Plan

401(k) retirement plan · EWM Capital, LLC's EWM Capital LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jeffrey Boland signed EWM Capital, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Boland — Plan Administrator — Form 5500 signer
Jeffrey Bland — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EWM Capital, LLC's EIN is 81-4735017.

EIN 81-4735017

Plan number 001

Plan year 2024

ACK ID 20251211094342NAL0007116432001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

EWM Capital, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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