Original filing (PDF)20241014102337NAL0044139664001

C R WALLAUER & CO., INC.

Name: C R WALLAUER & CO., INC. — C R WALLAUER & CO., INC. INCENTIVE SAVINGS TRUST, Form 5500 (2023)
Creator: C R WALLAUER & CO., INC.

Form 5500-SF

FILING_RECEIVED

C R WALLAUER & CO., INC. INCENTIVE SAVINGS TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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..

Plan sponsor

Name

C R WALLAUER & CO., INC.

EIN

13-1736155

Address

30 VIRGINIA ROAD · WHITE PLAINS, NY · 10603

Phone

(914) 948-4000

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

2J · 401(k) feature

2G · Total participant-directed accounts

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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