Original filing (PDF)20250911160854NAL0000963568001

Allsquare Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Allsquare Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Allsquare Wealth Management, LLC's Allsquare Wealth Management, LLC 401(k) Plan held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALLSQUARE WEALTH MANAGEMENT, LLC

EIN

27-3195672all filings

Address

200 GREAT OAKS BOULEVARD · SUITE 219 · ALBANY, NY · 12203

Phone

(518) 456-8900

Industry