Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WALDRON COMPANIES, LLC
EIN 46-5444160investment bankingLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
8
301 COMMERCE STREET, SUITE 3660 - FORT WORTH, TX 76102817-509-2382LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WALDRON COMPANIES, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WALDRON COMPANIES, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$126K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WALDRON COMPANIES, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.9M | 3 | 2024 | |
| 001 | WALDRON COMPANIES, LLC PROFIT SHARING PLAN | ProfitSharing | $126K | 5 | 2024 |
Retirement plans