How big is Dr Steven M Waldman SC's plan?

Dr Steven M Waldman SC's plan reported $788K in assets and 8 participants for 2025.

Original filing (PDF)20260424082944NAL0003036419001

Dr Steven M Waldman SC

Name: Dr Steven M Waldman SC — Dr Steven M Waldman SC, Form 5500 (2025)
Creator: Dr Steven M Waldman SC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr Steven M Waldman SC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Dr Steven M Waldman SC's Dr Steven M Waldman SC 401(k) Profit Sharing Plan & Trust held $788K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

Plan identifiers

Dr Steven M Waldman SC's EIN is 39-1703573.

EIN 39-1703573

Plan number 001

Plan year 2025

ACK ID 20260424082944NAL0003036419001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dr Steven M Waldman SC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dr Steven M Waldman SC'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 STEVEN M WALDMAN SC.

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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