Original filing (PDF)20251013100738NAL0002355954001

HADLEY A. WEINBERG

Name: HADLEY A. WEINBERG — HADLEY A. WEINBERG CFP 401(K) PLAN, Form 5500 (2024)
Creator: HADLEY A. WEINBERG

Form 5500-SF

FILING_RECEIVED

HADLEY A. WEINBERG CFP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 HADLEY A. WEINBERG.

Plan sponsor

Name

HADLEY A. WEINBERG

EIN

16-1254434

Address

35 HARRISON ST. · JAMESTOWN, NY · 14701

Phone

(716) 484-6903

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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