How big is Waldheger-Coyne Co., L.P.A.'s plan?

Waldheger-Coyne Co., L.P.A.'s plan reported $6.7M in assets and 19 participants for 2024.

Original filing (PDF)20250724062711NAL0004263745001

Waldheger-Coyne Co., L.P.A.

Name: Waldheger-Coyne Co., L.P.A. — Waldheger-Coyne Profit, Form 5500 (2024)
Creator: Waldheger-Coyne Co., L.P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waldheger-Coyne Profit Sharing Plan and Trust

401(k) retirement plan · Waldheger-Coyne Co., L.P.A.'s Waldheger-Coyne Profit Sharing Plan and Trust held $6.7M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Waldheger-Coyne Co., L.P.A.'s EIN is 34-1702975.

EIN 34-1702975

Plan number 001

Plan year 2024

ACK ID 20250724062711NAL0004263745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waldheger-Coyne Co., L.P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waldheger-Coyne Co., L.P.A.'s plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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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