How big is Waltz Engineered Sales, Inc.'s plan?

Waltz Engineered Sales, Inc.'s plan reported $3.3M in assets and 9 participants for 2025.

Original filing (PDF)20260501104316NAL0001345024001

Waltz Engineered Sales, Inc.

Name: Waltz Engineered Sales, Inc. — Waltz Engineered, Form 5500 (2025)
Creator: Waltz Engineered Sales, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waltz Engineered Sales Inc. 401(k) Plan

401(k) retirement plan · Waltz Engineered Sales, Inc.'s Waltz Engineered Sales Inc. 401(k) Plan held $3.3M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Waltz Engineered Sales, Inc.'s EIN is 54-1784421.

EIN 54-1784421

Plan number 001

Plan year 2025

ACK ID 20260501104316NAL0001345024001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Waltz Engineered Sales, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Waltz Engineered Sales, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTZ ENGINEERED SALES, 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