· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WALTHAM LUMBER COMPANY — WALTHAM LUMBER COMPANY PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707124627NAL0001613939001
WALTHAM LUMBER COMPANY
Form 5500-SF
FILING_RECEIVED
WALTHAM LUMBER COMPANY PROFIT SHARING PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
22
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WALTHAM LUMBER COMPANY
.
Find decision makers
Plan sponsor
Name
WALTHAM LUMBER COMPANY
EIN
04-1944550
Address
71 MASSASOIT STREET · WALTHAM, MA · 02454
Phone
(781) 894-4430
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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
Related plans
Similar-size Wholesale Trade plans
MOUNT STORM FOREST PRODUCTS, INC.
MOUNT STORM FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
$8.6M · 32 participants
MOSAIC COMPANIES, LLC
MOSAIC COMPANIES, LLC 401(K) PLAN
$8.6M · 274 participants
COMMUNITY SERVICE FOUNDATION, IN
COMMUNITY SERVICE FOUNDATION RETIREMENT PLAN
$8.6M · 220 participants
THE CHAS. E. PHIPPS COMPANY
THE CHAS. E. PHIPPS CO. AMENDED AND RESTATED EMPLOYEES 401(K) PLAN
$8.6M · 69 participants
PACIFIC FLOORING SUPPLY COMPANY, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PACIFIC FLOORING SUPPLY COMPANY, INC. SALARY REDUCTION PROFIT SHARING PLAN
$8.5M · 15 participants
FESSENDEN HALL, INCORPORATED
FESSENDEN HALL, INCORPORATED 401(K) PLAN
$8.6M · 84 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
