How big is Waldman Schantz PSC's plan?

Waldman Schantz PSC's plan reported $1.2M in assets and 18 participants for 2024.

Original filing (PDF)20250826075419NAL0008525569001

Waldman Schantz PSC

Name: Waldman Schantz PSC — Waldman Schantz, PSC Profit, Form 5500 (2024)
Creator: Waldman Schantz PSC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waldman Schantz, PSC Profit Sharing Plan

401(k) retirement plan · Waldman Schantz PSC's Waldman Schantz, PSC Profit Sharing Plan held $1.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Waldman Schantz PSC's EIN is 61-1062280.

EIN 61-1062280

Plan number 002

Plan year 2024

ACK ID 20250826075419NAL0008525569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waldman Schantz PSC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waldman Schantz PSC'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 WALDMAN SCHANTZ PSC.

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Plan health score

Above-average plan

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

Knocking points off