Original filing (PDF)20250418220913NAL0000075138091

BARALDI WEALTH MANAGEMENT LLC

Name: BARALDI WEALTH MANAGEMENT LLC — BARALDI WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: BARALDI WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

BARALDI WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$657K

Net assets (EOY)

$657K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BARALDI WEALTH MANAGEMENT LLC

EIN

84-2388598all filings

Address

305 FELLOWSHIP ROAD · SUITE 105 · MOUNT LAUREL, NJ · 08054

Phone

(856) 552-0427

Industry