How big is Moonan Stratton and Waldman LLP's plan?

Moonan Stratton and Waldman LLP's plan reported $1.0M in assets and 4 participants for 2024.

Original filing (PDF)20250626173403NAL0021371010001

Moonan Stratton and Waldman LLP

Name: Moonan Stratton and Waldman LLP — Moonan, Stratton &, Form 5500 (2024)
Creator: Moonan Stratton and Waldman LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moonan, Stratton & Waldman, LLP 401(k) Plan

401(k) retirement plan · Moonan Stratton and Waldman LLP's Moonan, Stratton & Waldman, LLP 401(k) Plan held $1.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Kristen Moonan signed Moonan Stratton and Waldman LLP's 2024 Form 5500 as plan administrator.

Kristen Moonan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Moonan Stratton and Waldman LLP's EIN is 05-0342012.

EIN 05-0342012

Plan number 002

Plan year 2024

ACK ID 20250626173403NAL0021371010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moonan Stratton and Waldman LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moonan Stratton and Waldman LLP'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 MOONAN STRATTON AND WALDMAN LLP.

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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

Vendor & structure

100

Helping the score