How big is Christopher Gordon Wealth Management LLC's plan?

Christopher Gordon Wealth Management LLC's plan reported $3.0M in assets and 4 participants for 2024.

Original filing (PDF)20250715121751NAL0002899904001

Christopher Gordon Wealth Management LLC

Name: Christopher Gordon Wealth Management LLC — Form 5500 Plan 002 (2024)
Creator: Christopher Gordon Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christopher Gordon Wealth Management LLC Cash Balance Pension Plan

Defined-benefit pension plan · Christopher Gordon Wealth Management LLC's Christopher Gordon Wealth Management LLC Cash Balance Pension Plan held $3.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Christopher Gordon signed Christopher Gordon Wealth Management LLC's 2024 Form 5500 as plan administrator.

Christopher Gordon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Christopher Gordon Wealth Management LLC's EIN is 35-2469041.

EIN 35-2469041

Plan number 002

Plan year 2024

ACK ID 20250715121751NAL0002899904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Christopher Gordon Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Christopher Gordon Wealth Management LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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