Original filing (PDF)20251007145428NAL0002560227001

WAITE & ASSOCIATES, P.C.

Name: WAITE & ASSOCIATES, P.C. — WAITE & ASSOCIATES, P.C. 401(K)/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WAITE & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

WAITE & ASSOCIATES, P.C. 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAITE & ASSOCIATES, P.C..

Plan sponsor

Name

WAITE & ASSOCIATES, P.C.

EIN

14-1780271all filings

Address

PO BOX 1447 · SLINGERLANDS, NY · 12159

Phone

(518) 463-4257

Industry