Original filing (PDF)20250826075419NAL0008525569001

WALDMAN SCHANTZ PSC

Name: WALDMAN SCHANTZ PSC — WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WALDMAN SCHANTZ PSC

Form 5500-SF

FILING_RECEIVED

WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALDMAN SCHANTZ PSC.

Plan sponsor

Name

WALDMAN SCHANTZ PSC

EIN

61-1062280

Address

3288 EAGLE VIEW LANE · SUITE 300 · LEXINGTON, KY · 40509

Phone

(859) 254-5665

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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