Original filing (PDF)20251014135542NAL0002950849001

Cantilever Wealth Management, DBA Union Bridge Capital LLC

Name: Cantilever Wealth Management, DBA Union Bridge Capital LLC — Form 5500 Plan 001 (2024)
Creator: Cantilever Wealth Management, DBA Union Bridge Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cantilever Wealth Management, LLC. 401(k) Plan

401(k) retirement plan · Cantilever Wealth Management, DBA Union Bridge Capital LLC's Cantilever Wealth Management, LLC. 401(k) Plan held $656K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

People on this filing

Daniel Thompson signed Cantilever Wealth Management, DBA Union Bridge Capital LLC's 2024 Form 5500 as plan administrator.

Daniel Thompson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cantilever Wealth Management, DBA Union Bridge Capital LLC's EIN is 82-5083590.

EIN 82-5083590

Plan number 001

Plan year 2024

ACK ID 20251014135542NAL0002950849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cantilever Wealth Management, DBA Union Bridge Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cantilever Wealth Management, DBA Union Bridge Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANTILEVER WEALTH MANAGEMENT, DBA UNION BRIDGE CAPITAL LLC.

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CANTILEVER WEALTH MANAGEMENT, DBA UNION BRIDGE CAPITAL LLC

EIN

all filings

Address

800 WATERFRONT DRIVE · 3RD FLOOR · PITTSBURGH, PA · 15222

Phone

(412) 465-1490

Industry

Finance & Insurance

Plan administrator