How big is Atlantic Private Wealth's plan?

Atlantic Private Wealth's plan reported $2.0M in assets and 4 participants for 2025.

Original filing (PDF)20260508143731NAL0004762944001

Atlantic Private Wealth

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

Form 5500-SF

FILING_RECEIVED

Atlantic Private Wealth Cash Balance Plan

Defined-benefit pension plan · Atlantic Private Wealth's Atlantic Private Wealth Cash Balance Plan held $2.0M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Andrew Blass signed Atlantic Private Wealth's 2025 Form 5500 as plan administrator.

Andrew Blass — 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

Atlantic Private Wealth's EIN is 86-2536045.

EIN 86-2536045

Plan number 002

Plan year 2025

ACK ID 20260508143731NAL0004762944001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Atlantic Private Wealth's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATLANTIC PRIVATE WEALTH.

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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