Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THORLEY WEALTH MANAGEMENT
EIN 46-1478061financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
8
1571 MONROE AVE - ROCHESTER, NY 146181412585-512-8453thorleywm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THORLEY WEALTH MANAGEMENT 401K PLAN
401k
Assets$2.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THORLEY WEALTH MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$428K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THORLEY WEALTH MANAGEMENT 401K PLAN | 401k | $2.8M | 4 | 2024 | |
| 002 | THORLEY WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $428K | 4 | 2024 |
Retirement plans