· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WALDEN ENVIRONMENT, INC. DBA WALDEN FAMILY SERVICES — WALDEN FAMILY SERVICES 401(K)PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251021180749NAL0003855730001
WALDEN ENVIRONMENT, INC. DBA WALDEN FAMILY SERVICES
Form 5500-SF
FILING_RECEIVED
WALDEN FAMILY SERVICES 401(K)PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
96
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WALDEN ENVIRONMENT, INC. DBA WALDEN FAMILY SERVICES
.
Find decision makers
Plan sponsor
Name
WALDEN ENVIRONMENT, INC. DBA WALDEN FAMILY SERVICES
EIN
94-2358632
Address
8525 GIBBS DR., SUITE 100 · SAN DIEGO, CA · 92123
Phone
(619) 584-5777
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-21
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
GATEWAYS TO CHANGE, INC.
GATEWAYS TO CHANGE, INC. 401(K) RETIREMENT PLAN
$3.3M · 110 participants
USPIRITUS INC.
USPIRITUS, INC. 403(B) PLAN
$3.3M · 256 participants
HUMAN DEVELOPMENT COMMISSION
403(B) THRIFT PLAN OF HUMAN DEVELOPMENT COMMISSION
$3.3M · 86 participants
LA CASA FAMILY HEALTH CENTER
LA CASA FAMILY HEALTH CENTER
$3.3M · 33 participants
EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BENSONHURST
TAX DEFERRED ANNUITY PLAN OF EDITH AND CARL MARKS JEWISH COMMUNITY HOUSE OF BENSONHURST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.3M · 12 participants
ACTION PATHWAYS, INC.
THE RETIREMENT PLAN FOR ACTION PATHWAYS, INC.
$3.3M · 141 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
