How big is Custom Wealth's plan?

Custom Wealth's plan reported $680K in assets and 1 participants for 2023.

Original filing (PDF)20240603164833NAL0008947891001

Custom Wealth

Name: Custom Wealth — Custom Wealth Defined Benefit, Form 5500 (2023)
Creator: Custom Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custom Wealth Defined Benefit Pension Plan

Defined-benefit pension plan · Custom Wealth's Custom Wealth Defined Benefit Pension Plan held $680K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$680K

Net assets (EOY)

$680K

Plan identifiers

Custom Wealth's EIN is 26-1863521.

EIN 26-1863521

Plan number 001

Plan year 2023

ACK ID 20240603164833NAL0008947891001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Custom Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Custom Wealth's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score