· 2022–2024 · DOL EFAST2

TEMPEWICK WEALTH MANAGEMENT, LLC — TEMPEWICK WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)

Original filing (PDF)20250417123513NAL0001264097001

TEMPEWICK WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

TEMPEWICK WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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 ROAD S UNIT 14 · MENDHAM, NJ · 07945

Phone

(973) 285-1000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2025-04-17

Pension benefit codes

1A · Pay-related DB formula

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

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PORTLAND INTEGRITAS ADVISORS, LLC

PORTLAND INTEGRITAS ADVISORS, LLC 401(K) PLAN

ERGOTELES LLC 401(K) PROFIT SHARING PLAN

GARRETT & ASSOCIATES

GARRETT & ASSOCIATES CASH BALANCE PLAN

FIDUCIARY WISE, LLC FBO GATEWAY FINANCIAL PARTNERS, LLC

GATEWAY 401K PLAN FIDUCIARY WISE, LLC

COMBANGIO, INC 401(K) PLAN

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