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Sponsor portfolio

THE CUSTOM WEALTH COMPANIES, INC.

EIN 27-4002724-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
13
7293 BUCKLEY ROAD, SUITE 100 - SYRACUSE, NY 13212315-753-0050
Plans on this EIN
1 filing
#001401k-$1.7M - 13 part

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Retirement#001

THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$1.7M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CUSTOM WEALTH COMPANIES, INC. RETIREMENT SAVINGS PLAN401k$1.7M132025
Retirement plans
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