Original filing (PDF)20250926124931NAL0004021075001

Custom Wealth Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

Custom Wealth Strategies Pension Plan

Defined-benefit pension plan · Custom Wealth Strategies, LLC's Custom Wealth Strategies Pension Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

David Burgio signed Custom Wealth Strategies, LLC's 2024 Form 5500 as plan administrator.

David Burgio — 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

Custom Wealth Strategies, LLC's EIN is 47-1899843.

EIN 47-1899843

Plan number 002

Plan year 2024

ACK ID 20250926124931NAL0004021075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Custom Wealth Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Custom Wealth Strategies, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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