How big is WALD & Co., Inc.'s plan?

WALD & Co., Inc.'s plan reported $1.6M in assets and 10 participants for 2023.

Original filing (PDF)20250515162233NAL0030803824001

WALD & Co., Inc.

Name: WALD & Co., Inc. — WALD & Co., Inc. Profit Sharing, Form 5500 (2023)
Creator: WALD & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WALD & Co., Inc. Profit Sharing Plan

Defined-contribution retirement plan · WALD & Co., Inc.'s WALD & Co., Inc. Profit Sharing Plan held $1.6M in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Charles WALD signed WALD & Co., Inc.'s 2023 Form 5500 as plan administrator.

Charles WALD — 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

WALD & Co., Inc.'s EIN is 44-0529830.

EIN 44-0529830

Plan number 001

Plan year 2023

ACK ID 20250515162233NAL0030803824001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for WALD & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

WALD & Co., Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALD & CO., INC..

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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