Original filing (PDF)20251007073748NAL0007491200001

BLACK DIAMOND CUSTOM WEALTH MANAGEMENT

Name: BLACK DIAMOND CUSTOM WEALTH MANAGEMENT — BLACK DIAMOND CUSTOM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BLACK DIAMOND CUSTOM WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

BLACK DIAMOND CUSTOM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$503K

Net assets (EOY)

$503K

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.

Decision-maker contacts

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

Plan sponsor

Name

BLACK DIAMOND CUSTOM WEALTH MANAGEMENT

EIN

82-0625925all filings

Address

12 NORWOOD AVENUE · HAMBURG, NY · 14075

Phone

(716) 648-4895

Industry

Finance & Insurancesee all

Plan administrator