How big is Dr. Jeremy Waldman's plan?

Dr. Jeremy Waldman's plan reported $2.1M in assets and 12 participants for 2024.

Original filing (PDF)20250922060903NAL0005281856001

Dr. Jeremy Waldman

Name: Dr. Jeremy Waldman — Dr. Waldman 401(k) Safe Harbor, Form 5500 (2024)
Creator: Dr. Jeremy Waldman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Waldman 401(k) Safe Harbor Plan

401(k) retirement plan · Dr. Jeremy Waldman's Dr. Waldman 401(k) Safe Harbor Plan held $2.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Jeremy Waldman signed Dr. Jeremy Waldman's 2024 Form 5500 as plan administrator.

Jeremy Waldman — 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

Dr. Jeremy Waldman's EIN is 26-0498027.

EIN 26-0498027

Plan number 001

Plan year 2024

ACK ID 20250922060903NAL0005281856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Jeremy Waldman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Jeremy Waldman's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. JEREMY WALDMAN.

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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