Original filing (PDF)20250926124931NAL0004021075001

CUSTOM WEALTH STRATEGIES, LLC

Name: CUSTOM WEALTH STRATEGIES, LLC — CUSTOM WEALTH STRATEGIES PENSION PLAN, Form 5500 (2024)
Creator: CUSTOM WEALTH STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

CUSTOM WEALTH STRATEGIES PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 CUSTOM WEALTH STRATEGIES, LLC.

Plan sponsor

Name

CUSTOM WEALTH STRATEGIES, LLC

EIN

47-1899843all filings

Address

4990 TRANSIT ROAD · DEPEW, NY · 14043

Phone

(716) 771-1888

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-12

Filed

2025-09-26

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

1I · Frozen plan — no new benefit accrual

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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