How big is Walter Stern Inc.'s plan?

Walter Stern Inc.'s plan reported $4.3M in assets and 4 participants for 2024.

Original filing (PDF)20250826083550NAL0008558657001

Walter Stern Inc.

Name: Walter Stern Inc. — Walter Stern Inc. Pension Plan, Form 5500 (2024)
Creator: Walter Stern Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walter Stern Inc. Pension Plan

Defined-contribution retirement plan · Walter Stern Inc.'s Walter Stern Inc. Pension Plan held $4.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Walter Stern Inc.'s EIN is 13-1560728.

EIN 13-1560728

Plan number 001

Plan year 2024

ACK ID 20250826083550NAL0008558657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walter Stern Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walter Stern Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTER STERN INC..

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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