Original filing (PDF)20251008085804NAL0003142307001

MARK S. WEAVER WEALTH ADVISORY, LLC

Name: MARK S. WEAVER WEALTH ADVISORY, LLC — MARK S. WEAVER WEALTH ADVISORY, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: MARK S. WEAVER WEALTH ADVISORY, LLC

Form 5500-SF

FILING_RECEIVED

MARK S. WEAVER WEALTH ADVISORY, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

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 MARK S. WEAVER WEALTH ADVISORY, LLC.

Plan sponsor

Name

MARK S. WEAVER WEALTH ADVISORY, LLC

EIN

81-0864366

Address

9150 SOUTH HILLS BOULEVARD · SUITE 200 · BROADVIEW HEIGHTS, OH · 44147

Phone

(440) 554-5057

Industry

Finance & Insurancesee all

Plan administrator