How big is AWM Capital LLC's plan?

AWM Capital LLC's plan reported $2.4M in assets and 33 participants for 2024.

Original filing (PDF)20250626171548NAL0021905826001

AWM Capital LLC

Name: AWM Capital LLC — AWM Capital LLC Retirement Trust, Form 5500 (2024)
Creator: AWM Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AWM Capital LLC Retirement Trust

401(k) retirement plan · AWM Capital LLC's AWM Capital LLC Retirement Trust held $2.4M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Robert McConchie signed AWM Capital LLC's 2024 Form 5500 as plan administrator.

Robert McConchie — 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

AWM Capital LLC's EIN is 82-0631878.

EIN 82-0631878

Plan number 001

Plan year 2024

ACK ID 20250626171548NAL0021905826001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AWM Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AWM 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score