Original filing (PDF)20251013210255NAL0004077346001

DRUCKER WEALTH MANAGEMENT

Name: DRUCKER WEALTH MANAGEMENT — DRUCKER WEALTH MANAGEMENT CASH BALANCE PLAN, Form 5500 (2024)
Creator: DRUCKER WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

DRUCKER WEALTH MANAGEMENT CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRUCKER WEALTH MANAGEMENT.

Plan sponsor

Name

DRUCKER WEALTH MANAGEMENT

EIN

46-3337372

Address

2 PARK AVENUE, SUITE 300 · NEW YORK, NY · 10016

Phone

(212) 681-0460

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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

Related plans

Similar-size Finance & Insurance plans

WILLOWRIDGE PARTNERS, INC.

WILLOWRIDGE PARTNERS, INC. 401(K) PLAN

$3.2M · 18 participants

DEBTNEXT SOLUTIONS, INC.

DEBTNEXT SOLUTIONS 401(K) PROFIT SHARING PLAN

$3.1M · 25 participants

UPHOLD HQ INC

UPHOLD HQ INC 401K PROFIT SHARING PLAN

$3.1M · 78 participants

PLATFORM OPPORTUNITY FUND, LLC

PLATFORM OPPORTUNITY FUND RETIREMENT PLAN

$3.2M · 9 participants

ORION FIRST FINANCIAL, L.L.C.

ORION FIRST FINANCIAL, LLC 401(K) PLAN