How big is Waldron & Co.'s plan?

Waldron & Co.'s plan reported $6K in assets and 4 participants for 2024.

Original filing (PDF)20250415221142NAL0004118577023

Waldron & Co.

Name: Waldron & Co. — Waldron & Co. 401(k) Plan, Form 5500 (2024)
Creator: Waldron & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waldron & Co. 401(k) Plan

401(k) retirement plan · Waldron & Co.'s Waldron & Co. 401(k) Plan held $6K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

QIAN LIU signed Waldron & Co.'s 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Waldron & Co.'s EIN is 81-1595229.

EIN 81-1595229

Plan number 001

Plan year 2024

ACK ID 20250415221142NAL0004118577023

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waldron & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waldron & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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