Sponsor portfolio
WALDRON PRIVATE WEALTH, LLC
EIN 26-3953661financial servicesLatest filing 2024
Plans
1
Retirement
1
$13.4M assets
Welfare
0
Participants
89
44 ABELE ROAD, SUITE 400 - BRIDGEVILLE, PA 15017412-221-1005waldronprivatewealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALDRON PRIVATE WEALTH 401 (K) PROFIT SHARING PLAN | 401k | $13.4M | 89 | 2024 |
Retirement plans