Original filing (PDF)20251006104044NAL0003513185001

ADAM GLASER DBA NOBEL WEALTH ADVISORS

Name: ADAM GLASER DBA NOBEL WEALTH ADVISORS — NOBEL WEALTH ADVISORS CASH BALANCE PLAN, Form 5500 (2024)
Creator: ADAM GLASER DBA NOBEL WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

NOBEL WEALTH ADVISORS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

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 ADAM GLASER DBA NOBEL WEALTH ADVISORS.

Plan sponsor

Name

ADAM GLASER DBA NOBEL WEALTH ADVISORS

EIN

47-4959250all filings

Address

655 BEAVER CREEK CIRCLE · MAUMEE, OH · 43537

Phone

(419) 514-1218

Industry

Finance & Insurancesee all

Plan administrator