How big is Thorley Wealth Management's plan?

Thorley Wealth Management's plan reported $2.8M in assets and 2 participants for 2024.

Original filing (PDF)20250905132051NAL0029066496001

Thorley Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Thorley Wealth Management 401(k) Plan

401(k) retirement plan · Thorley Wealth Management's Thorley Wealth Management 401(k) Plan held $2.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Elizabeth Thorley signed Thorley Wealth Management's 2024 Form 5500 as plan administrator.

Elizabeth Thorley — 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

Thorley Wealth Management's EIN is 46-1478061.

EIN 46-1478061

Plan number 001

Plan year 2024

ACK ID 20250905132051NAL0029066496001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

THORLEY WEALTH MANAGEMENT

EIN

all filings

Address

1571 MONROE AVE · ROCHESTER, NY · 146181412

Phone

(585) 512-8453

Industry

Finance & Insurance

Plan administrator