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Sponsor portfolio

WALD STREET LLC

EIN 86-1630937-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$987K assets
Welfare
0
Participants
15
4431 MEMORIAL HWY - MANDAN, ND 58554701-663-8401
Plans on this EIN
2 filings
#002CashBalance-$562K - 6 part#001401k-$424K - 9 part

Retirement portfolio analytics

2 plans aggregated / $987K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#002)57%
  • STREET LLC 401(K) (#001)43%
Total $987KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STREET LLC 401(K) (#001)9
  • CASH BALANCE PLAN (#002)6
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WALD STREET LLC CASH BALANCE PLAN

CashBalance

Assets$562K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WALD STREET LLC 401(K) PLAN

401k

Assets$424K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WALD STREET LLC CASH BALANCE PLANCashBalance$562K62025
001WALD STREET LLC 401(K) PLAN401k$424K92025
Retirement plans
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