Original filing (PDF)20250926125212NAL0008558929001

CUSTOM WEALTH STRATEGIES, LLC

Name: CUSTOM WEALTH STRATEGIES, LLC — CUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CUSTOM WEALTH STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

CUSTOM WEALTH STRATEGIES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

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 (94th percentile).

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

47-1899843

Address

4990 TRANSIT ROAD · DEPEW, NY · 14043

Phone

(716) 771-1888

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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