How big is Walden Wealth Management, LLC's plan?

Walden Wealth Management, LLC's plan reported $998K in assets and 2 participants for 2024.

Original filing (PDF)20250416214658NAL0000373090001

Walden Wealth Management, LLC

Name: Walden Wealth Management, LLC — Walden Wealth, Form 5500 (2024)
Creator: Walden Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walden Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Walden Wealth Management, LLC's Walden Wealth Management, LLC 401(k) Plan held $998K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$998K

Net assets (EOY)

$998K

People on this filing

Mary Walden signed Walden Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Mary Walden — 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

Walden Wealth Management, LLC's EIN is 47-5293716.

EIN 47-5293716

Plan number 001

Plan year 2024

ACK ID 20250416214658NAL0000373090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walden Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walden Wealth Management, 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 WALDEN WEALTH MANAGEMENT, 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