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  2. HADLEY A. WEINBERG
Sponsor portfolio

HADLEY A. WEINBERG

EIN 16-1254434-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
13
35 HARRISON ST. - JAMESTOWN, NY 14701716-484-6903
Plans on this EIN
2 filings
#001401k-$3.9M - 7 part#002TraditionalDB-$2.7M - 6 part

Retirement portfolio analytics

2 plans aggregated / $6.6M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • WEINBERG CFP 401(K) (#001)60%
  • DEFINED BENEFIT PLAN (#002)40%
Total $6.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WEINBERG CFP 401(K) (#001)7
  • DEFINED BENEFIT PLAN (#002)6
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HADLEY A. WEINBERG CFP 401(K) PLAN

401k

Assets$3.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HADLEY A. WEINBERG CFP DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HADLEY A. WEINBERG CFP 401(K) PLAN401k$3.9M72024
002HADLEY A. WEINBERG CFP DEFINED BENEFIT PLANTraditionalDB$2.7M62024
Retirement plans
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