How big is Waldron Strategies Inc.'s plan?

Waldron Strategies Inc.'s plan reported $232K in assets and 2 participants for 2024.

Original filing (PDF)20250718081630NAL0000638211001

Waldron Strategies Inc.

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

Form 5500-SF

FILING_RECEIVED

Waldron Strategies 401(k) Plan

401(k) retirement plan · Waldron Strategies Inc.'s Waldron Strategies 401(k) Plan held $232K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

Plan identifiers

Waldron Strategies Inc.'s EIN is 84-2271681.

EIN 84-2271681

Plan number 001

Plan year 2024

ACK ID 20250718081630NAL0000638211001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALDRON STRATEGIES INC..

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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