How big is The Waldwin Group's plan?

The Waldwin Group's plan reported $2.1M in assets and 231 participants for 2024.

Original filing (PDF)20250828145604NAL0005637203001

The Waldwin Group

Name: The Waldwin Group — The Waldwin Group 401(k) Plan, Form 5500 (2024)
Creator: The Waldwin Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Waldwin Group 401(k) Plan

401(k) retirement plan · The Waldwin Group's The Waldwin Group 401(k) Plan held $2.1M in plan assets for 231 participants in 2024.

Signals · 1

No auditor on file

Active participants

231

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

The Waldwin Group's EIN is 04-3155011.

EIN 04-3155011

Plan number 001

Plan year 2024

ACK ID 20250828145604NAL0005637203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Waldwin Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Waldwin Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WALDWIN GROUP.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score