Original filing (PDF)20241014102337NAL0044139664001

C R Wallauer & Co., Inc.

Name: C R Wallauer & Co., Inc. — C R Wallauer & Co., Inc., Form 5500 (2023)
Creator: C R Wallauer & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C R Wallauer & Co., Inc. Incentive Savings Trust

401(k) retirement plan · C R Wallauer & Co., Inc.'s C R Wallauer & Co., Inc. Incentive Savings Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

C R Wallauer & Co., Inc.'s EIN is 13-1736155.

EIN 13-1736155

Plan number 001

Plan year 2023

ACK ID 20241014102337NAL0044139664001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for C R Wallauer & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

C R Wallauer & Co., Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C R WALLAUER & CO., 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score