How big is Fingerlakes Wealth Management's plan?

Fingerlakes Wealth Management's plan reported $910K in assets and 4 participants for 2025.

Original filing (PDF)20260417220055NAL0027111683098

Fingerlakes Wealth Management

Name: Fingerlakes Wealth Management — Fingerlakes Wealth, Form 5500 (2025)
Creator: Fingerlakes Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fingerlakes Wealth Management 401(k) Plan

401(k) retirement plan · Fingerlakes Wealth Management's Fingerlakes Wealth Management 401(k) Plan held $910K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$910K

Net assets (EOY)

$910K

Plan identifiers

Fingerlakes Wealth Management's EIN is 26-4636876.

EIN 26-4636876

Plan number 001

Plan year 2025

ACK ID 20260417220055NAL0027111683098

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fingerlakes Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fingerlakes Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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