Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLACK DIAMOND CUSTOM WEALTH MANAGEMENT
EIN 82-0625925financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
10
12 NORWOOD AVENUE - HAMBURG, NY 14075716-648-4895bdwealth.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 10 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
BLACK DIAMOND CUSTOM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$764K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BLACK DIAMOND CUSTOM WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$266K
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 | BLACK DIAMOND CUSTOM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $764K | 6 | 2025 | |
| 002 | BLACK DIAMOND CUSTOM WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $266K | 4 | 2025 |
Retirement plans