How big is The Waldheim, Inc.'s plan?

The Waldheim, Inc.'s plan reported $1.4M in assets and 7 participants for 2024.

Original filing (PDF)20251007125437NAL0004792609001

The Waldheim, Inc.

Name: The Waldheim, Inc. — The Waldheim, Inc. Profit, Form 5500 (2024)
Creator: The Waldheim, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Waldheim, Inc. Profit Sharing Plan

Defined-contribution retirement plan · The Waldheim, Inc.'s The Waldheim, Inc. Profit Sharing Plan held $1.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Roger Pratt signed The Waldheim, Inc.'s 2024 Form 5500 as plan administrator.

Roger Pratt — 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

The Waldheim, Inc.'s EIN is 16-1437285.

EIN 16-1437285

Plan number 001

Plan year 2024

ACK ID 20251007125437NAL0004792609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Waldheim, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WALDHEIM, 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