Original filing (PDF)20231009112106NAL0035526032001

Walter Greenblatt & Associates, LLC

Name: Walter Greenblatt & Associates, LLC — Walter Greenbl, Form 5500 (2022)
Creator: Walter Greenblatt & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walter Greenblatt & Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Walter Greenblatt & Associates, LLC's Walter Greenblatt & Associates, LLC 401(k) Profit Sharing Plan held $862K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$862K

Net assets (EOY)

$862K

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 average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WALTER GREENBLATT & ASSOCIATES, LLC

EIN

22-3610922all filings

Address

430 NASSAU STREET · PRINCETON, NJ · 08540

Phone

(609) 497-1282

Industry

Finance & Insurance

Plan administrator