Original filing (PDF)20250827161653NAL0009758433001

WALDRON H. RAND & COMPANY, P.C.

Name: WALDRON H. RAND & COMPANY, P.C. — WALDRON H. RAND & COMPANY, P.C. RETIREMENT PLAN, Form 5500 (2024)
Creator: WALDRON H. RAND & COMPANY, P.C.

Form 5500-SF

FILING_RECEIVED

WALDRON H. RAND & COMPANY, P.C. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALDRON H. RAND & COMPANY, P.C..

Plan sponsor

Name

WALDRON H. RAND & COMPANY, P.C.

EIN

04-2759781

Address

850 WASHINGTON STREET, STE 200 · DEDHAM, MA · 020266000

Phone

(781) 449-5825

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-08-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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