· 2022–2024 · DOL EFAST2

TEMPEWICK WEALTH MANAGEMENT, LLC — TEMPEWICK WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251010193337NAL0004882051001

TEMPEWICK WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

TEMPEWICK WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEMPEWICK WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

TEMPEWICK WEALTH MANAGEMENT, LLC

EIN

20-4043673all filings

Address

5 COLD HILL RD S UNIT 14 · MENDHAM, NJ · 07945

Phone

(973) 285-1000

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

2025-10-10

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

EPM FINANCIAL 401(K) PLAN

$962K · 6 participants

CK FINANCIAL LLC

CK FINANCIAL LLC SOLO 401K PLAN

$962K · 1 participants

LIFEWAY FINANCIAL CORPORATION

LIFEWAY FINANCIAL CORPORATION RETIREMENT TRUST

$963K · 5 participants

BARNSTONE ADVISORS, LLC

BARNSTONE ADVISORS, LLC 401(K) PROFIT SHARING PLAN

$962K · 3 participants

MEGA CAPITAL FUNDING INC.

MEGA CAPITAL FUNDING INC., PROFIT SHARING PLAN

$963K · 38 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.