How big is Atlantic Wealth Partners, LLC's plan?

Atlantic Wealth Partners, LLC's plan reported $276K in assets and 6 participants for 2025.

Original filing (PDF)20260429220106NAL0006110627032

Atlantic Wealth Partners, LLC

Name: Atlantic Wealth Partners, LLC — Atlantic Wealth, Form 5500 (2025)
Creator: Atlantic Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlantic Wealth Partners 401(k) Plan

401(k) retirement plan · Atlantic Wealth Partners, LLC's Atlantic Wealth Partners 401(k) Plan held $276K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

Plan identifiers

Atlantic Wealth Partners, LLC's EIN is 82-2111469.

EIN 82-2111469

Plan number 001

Plan year 2025

ACK ID 20260429220106NAL0006110627032

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Atlantic Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Atlantic Wealth Partners, 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 ATLANTIC WEALTH PARTNERS, 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

Knocking points off