How big is AWM Holdco, LLC's plan?

AWM Holdco, LLC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250804151636NAL0001390371001

AWM Holdco, LLC

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

Form 5500-SF

FILING_RECEIVED

AWM Holdco, LLC 401(k) Plan

401(k) retirement plan · AWM Holdco, LLC's AWM Holdco, LLC 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

James Sullivan II signed AWM Holdco, LLC's 2024 Form 5500 as plan administrator.

James Sullivan II — 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 Holdco, LLC's EIN is 92-1382605.

EIN 92-1382605

Plan number 001

Plan year 2024

ACK ID 20250804151636NAL0001390371001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AWM Holdco, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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