Original filing (PDF)20250821100734NAL0002018787001

THORLEY WEALTH MANAGEMENT

Name: THORLEY WEALTH MANAGEMENT — THORLEY WEALTH MANAGEMENT, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: THORLEY WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

THORLEY WEALTH MANAGEMENT, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$428K

Net assets (EOY)

$428K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

THORLEY WEALTH MANAGEMENT

EIN

46-1478061all filings

Address

1478 MARSH ROAD · PITTSFORD, NY · 14534

Phone

(585) 512-8453

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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