Original filing (PDF)20230927115349NAL0010686769001

BLACKDIAMOND WEALTH MANAGEMENT INC.

Name: BLACKDIAMOND WEALTH MANAGEMENT INC. — BLACKDIAMOND WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: BLACKDIAMOND WEALTH MANAGEMENT INC.

Form 5500-SF

FILING_RECEIVED

BLACKDIAMOND WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

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 BLACKDIAMOND WEALTH MANAGEMENT INC..

Plan sponsor

Name

BLACKDIAMOND WEALTH MANAGEMENT INC.

EIN

82-1264937

Address

12 EAST 49TH STREET · 11TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 858-0705

Industry

Finance & Insurancesee all

Plan administrator