How big is Norwell Group LLC's plan?

Norwell Group LLC's plan reported $133K in assets and 1 participants for 2024.

Original filing (PDF)20250513131620NAL0040699106001

Norwell Group LLC

Name: Norwell Group LLC — Norwell Group LLC 401(k) Profit, Form 5500 (2024)
Creator: Norwell Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Norwell Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Norwell Group LLC's Norwell Group LLC 401(k) Profit Sharing Plan & Trust held $133K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

People on this filing

Edward Rojas signed Norwell Group LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Norwell Group LLC's EIN is 83-0842485.

EIN 83-0842485

Plan number 001

Plan year 2024

ACK ID 20250513131620NAL0040699106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Norwell Group 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 NORWELL GROUP 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