Original filing (PDF)20250922141549NAL0005752896001

POLEON COMPREHENSIVE WEALTH MANAGEMENT LLC

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

Form 5500-SF

FILING_RECEIVED

POLEON WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

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 POLEON COMPREHENSIVE WEALTH MANAGEMENT LLC.

Plan sponsor

Name

POLEON COMPREHENSIVE WEALTH MANAGEMENT LLC

EIN

88-2798848all filings

Address

6024 MAIN STREET · WILLIAMSVILLE, NY · 14221

Phone

(716) 906-8687

Industry

Finance & Insurancesee all

Plan administrator