How big is Stewart WALD & Smith LLC's plan?

Stewart WALD & Smith LLC's plan reported $2.7M in assets and 11 participants for 2024.

Original filing (PDF)20250317154446NAL0001800113001

Stewart WALD & Smith LLC

Name: Stewart WALD & Smith LLC — Stewart WALD & Smith LLC, Form 5500 (2024)
Creator: Stewart WALD & Smith LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stewart WALD & Smith LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Stewart WALD & Smith LLC's Stewart WALD & Smith LLC 401(k) Profit Sharing Plan held $2.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Stewart WALD & Smith LLC's EIN is 47-3636158.

EIN 47-3636158

Plan number 001

Plan year 2024

ACK ID 20250317154446NAL0001800113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stewart WALD & Smith LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stewart WALD & Smith LLC'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 STEWART WALD & SMITH LLC.

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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