How big is WNY Asset Management, LLC's plan?

WNY Asset Management, LLC's plan reported $4.9M in assets and 24 participants for 2024.

Original filing (PDF)20250708065335NAL0002475539001

WNY Asset Management, LLC

Name: WNY Asset Management, LLC — WNY Asset Management, Form 5500 (2024)
Creator: WNY Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WNY Asset Management, LLC 401(k) Plan

401(k) retirement plan · WNY Asset Management, LLC's WNY Asset Management, LLC 401(k) Plan held $4.9M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

John Pieroni signed WNY Asset Management, LLC's 2024 Form 5500 as plan administrator.

John Pieroni — 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

WNY Asset Management, LLC's EIN is 16-1597054.

EIN 16-1597054

Plan number 001

Plan year 2024

ACK ID 20250708065335NAL0002475539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WNY Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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