Sponsor portfolio
WALDMAN & CO., CPA'S, PSC
EIN 31-0926187accountingLatest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
Participants
9
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WALDMAN & CO., CPA'S, PSC PROFIT SHARING PLAN
401k
Assets$11.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WALDMAN & CO., CPA'S, PSC PROFIT SHARING PLAN | 401k | $11.0M | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans