Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ATLANTIC PRIVATE WEALTH
EIN 86-2536045financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
12
308 WEST ROSEMARY STREET, SUITE 301 - CHAPEL HILL, NC 27516919-968-2977atlanticpwa.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ATLANTIC PRIVATE WEALTH CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ATLANTIC PRIVATE WEALTH 401(K) PLAN
401k
Assets$881K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ATLANTIC PRIVATE WEALTH CASH BALANCE PLAN | CashBalance | $2.0M | 5 | 2025 | |
| 001 | ATLANTIC PRIVATE WEALTH 401(K) PLAN | 401k | $881K | 7 | 2025 |
Retirement plans