· 2022–2024 · DOL EFAST2

Waltz & Sons, Inc. — Waltz & Sons, Inc. 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20250606092605NAL0012236705001

Waltz & Sons, Inc.

Form 5500-SF

FILING_RECEIVED

Waltz & Sons, Inc. 401(k) Plan

401(k) retirement plan · Waltz & Sons, Inc.'s Waltz & Sons, Inc. 401(k) Plan held $865K in plan assets for 17 participants in 2024.

Active participants

17

Accounts w/ balance

19

Plan assets (EOY)

$865K

Net assets (EOY)

$865K

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

78

Vendor & structure

100

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 WALTZ & SONS, INC..

Plan sponsor

Name

WALTZ & SONS, INC.

EIN

01-0507545all filings

Address

29 PARK PLACE · BUXTON, ME · 04093

Phone

(207) 929-8898

Industry

Retail Trade

Plan administrator

Name

PENTEGRA SERVICES, INC

EIN

13-3745616

City

CHARLOTTE, NC

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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