Original filing (PDF)20250515162233NAL0030803824001

WALD & CO., INC.

Name: WALD & CO., INC. — WALD & CO., INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: WALD & CO., INC.

Form 5500-SF

FILING_RECEIVED

WALD & CO., INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALD & CO., INC..

Plan sponsor

Name

WALD & CO., INC.

EIN

44-0529830

Address

PO BOX 319 · GREENWOOD, MO · 64034

Phone

(816) 537-7400

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-05-15

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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