Atwell, Llc 401(k) Plan: Login, Facts & Contact Information

Atwell, Llc 401(k) Plan Facts

Plan name
ATWELL, LLC SAVINGS AND PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ATWELL, LLC
Participants
1,562 (1,357 active employees)
Former employees with a balance
419
Plan assets
$110,014,769 at Dec 31, 2024
Average account balance
$66,354 across 1,658 accounts
Employer contributions
$3,209,816 in plan year 2024 (19% of all contributions)
Recordkeeper
Schwab Retirement Plan Services Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 1986
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Nov 5, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $16.9 million went into the plan in contributions, $3.21 million of it from the employer (19%).
  • $10.2 million was paid out to participants.
  • Investment and other income added $13.2 million.
  • Administrative expenses were $210,217, about $127 per account.

How the Atwell, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019662$32.9 million$905,140$2.78 million
2020838$41.3 million$364,469$2.70 million
2021827$50.1 million$452,969$4.34 million
20221,021$49.8 million$2.10 million$2.54 million
202312$1.89 million$19,085$890,839
20241,562$110.0 million$3.21 million$10.2 million

Atwell, Llc 401(k) Contact Information

Phone
248-447-2000
Mailing address
TWO TOWNE SQUARE SUITE 700, SOUTHFIELD MI 48076
Plan sponsor
ATWELL, LLC
Employer identification number (EIN)
27-1219822
Plan number
001

Questions about the Atwell, Llc 401(k)

Does Atwell, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.21 million, 19% of all contributions.

Does the Atwell, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Atwell, Llc 401(k) plan?

1,562 participants at the start of plan year 2024, 1,357 of them active employees, and 419 former employees who still had money in the plan.

What is the average 401(k) balance at Atwell, Llc?

About $66,354 per account: $110.0 million in plan assets across 1,658 accounts with a balance at the end of plan year 2024.

Who manages the Atwell, Llc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Atwell, Llc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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