How big is Waldron Private Wealth, LLC's plan?

Waldron Private Wealth, LLC's plan reported $13.4M in assets and 75 participants for 2024.

Original filing (PDF)20251015160656NAL0006870640001

Waldron Private Wealth, LLC

Name: Waldron Private Wealth, LLC — Waldron Private Wealth, Form 5500 (2024)
Creator: Waldron Private Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waldron Private Wealth 401 (K) Profit Sharing Plan

401(k) retirement plan · Waldron Private Wealth, LLC's Waldron Private Wealth 401 (K) Profit Sharing Plan held $13.4M in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.4M

Net assets (EOY)

$13.4M

Plan identifiers

Waldron Private Wealth, LLC's EIN is 26-3953661.

EIN 26-3953661

Plan number 001

Plan year 2024

ACK ID 20251015160656NAL0006870640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waldron Private Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waldron Private Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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