How big is Waldron & Company's plan?

Waldron & Company's plan reported $3.7M in assets and 19 participants for 2024.

Original filing (PDF)20251010182746NAL0004857203001

Waldron & Company

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

Form 5500-SF

FILING_RECEIVED

Waldron & Company 401(k) Plan

401(k) retirement plan · Waldron & Company's Waldron & Company 401(k) Plan held $3.7M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Yvonne York signed Waldron & Company's 2024 Form 5500 as plan administrator.

Yvonne York — 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 & Company's EIN is 91-1389471.

EIN 91-1389471

Plan number 001

Plan year 2024

ACK ID 20251010182746NAL0004857203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waldron & Company'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 & COMPANY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

WALDRON & COMPANY

EIN

all filings

Address

801 2ND AVE · SUITE 100 · SEATTLE, WA · 98104

Phone

(206) 441-4144

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator