Original filing (PDF)20251015105240NAL0008829410001

THE WHARTON ASSOCIATES, INC..

Name: THE WHARTON ASSOCIATES, INC.. — THE WHARTON ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: THE WHARTON ASSOCIATES, INC..

Form 5500-SF

FILING_RECEIVED

THE WHARTON ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WHARTON ASSOCIATES, INC...

Plan sponsor

Name

THE WHARTON ASSOCIATES, INC..

EIN

16-1243409

Address

10 GROVE STREET · PITTSFORD, NY · 145341317

Phone

(585) 248-0250

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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