· 2022–2024 · DOL EFAST2

IRA Walden & Sons, LLC — IRA Walden & Sons, LLC, Form 5500 (2025)

Original filing (PDF)20260526075211NAL0007981888001

IRA Walden & Sons, LLC

Form 5500-SF

FILING_RECEIVED

IRA Walden & Sons, LLC 401(k) Plan

401(k) retirement plan · IRA Walden & Sons, LLC's IRA Walden & Sons, LLC 401(k) Plan held $1.1M in plan assets for 115 participants in 2025.

Active participants

115

Accounts w/ balance

12

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

92

Total plan cost

n/a

Plan health

29

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IRA WALDEN & SONS, LLC.

Plan sponsor

Name

IRA WALDEN & SONS, LLC

EIN

80-0707041all filings

Address

6212 GEORGIA AVENUE · WEST PALM BEACH, FL · 33405

Phone

(561) 585-9211

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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