How big is Waldo & LYLE, P.C.'s plan?

Waldo & LYLE, P.C.'s plan reported $6.8M in assets and 9 participants for 2025.

Original filing (PDF)20260331102202NAL0017006512001

Waldo & LYLE, P.C.

Name: Waldo & LYLE, P.C. — Waldo & LYLE, P.C. 401(k) Plan, Form 5500 (2025)
Creator: Waldo & LYLE, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waldo & LYLE, P.C. 401(k) Plan

401(k) retirement plan · Waldo & LYLE, P.C.'s Waldo & LYLE, P.C. 401(k) Plan held $6.8M in plan assets for 9 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Joseph Waldo signed Waldo & LYLE, P.C.'s 2025 Form 5500 as plan administrator.

Joseph Waldo — 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

Waldo & LYLE, P.C.'s EIN is 54-1906570.

EIN 54-1906570

Plan number 001

Plan year 2025

ACK ID 20260331102202NAL0017006512001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Waldo & LYLE, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Waldo & LYLE, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALDO & LYLE, P.C..

Finding similar companies…

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