How big is Waldenwood Group, LLC's plan?

Waldenwood Group, LLC's plan reported $23K in assets for 2024.

Original filing (PDF)20251010113303NAL0007623345001

Waldenwood Group, LLC

Name: Waldenwood Group, LLC — Waldenwood Group, LLC 401(k), Form 5500 (2024)
Creator: Waldenwood Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waldenwood Group, LLC 401(k) Plan

Defined-contribution retirement plan · Waldenwood Group, LLC's Waldenwood Group, LLC 401(k) Plan reported $23K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Richard Tatum signed Waldenwood Group, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Waldenwood Group, LLC's EIN is 84-1990250.

EIN 84-1990250

Plan number 001

Plan year 2024

ACK ID 20251010113303NAL0007623345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waldenwood Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waldenwood Group, LLC's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score