# Waldberg, INC. 401(k) Plan
Source: https://planprovider.pro/companies/waldberg-inc-401k-plan

> Waldberg, INC.'s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waldberg, INC.

- **Sponsor EIN:** 205773286

- **Sponsor Address:** 15301 VENTURA BLVD, SHERMAN OAKS, CA, 91403

- **Plan Type:** 401(k)

- **Total Participants:** 101

- **Total Assets:** $20.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|101|$20.8M|$154,963|$1.0M|

| 2023|146|$17.2M|$357,128|$1.2M|

| 2022|224|$13.2M|$407,931|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HUTCHINSON AND BLOODGOOD LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUTCHINSON AND BLOODGOOD LLP](https://planprovider.pro/provider/hutchinson-and-bloodgood-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$24,338|$4,314|$20,024|—|—|

| 2023|$22,086|$2,896|$19,190|—|—|

| 2022|$19,277|$2,596|$16,681|—|—|

## Similar Plans

- [Buddha Jones, LLC](https://planprovider.pro/companies/buddha-jones-llc-401k-plan) — 99 participants

- [Aria Group, INC.](https://planprovider.pro/companies/aria-group-inc-401k-plan) — 105 participants

- [Bear Robotics, INC](https://planprovider.pro/companies/bear-robotics-inc-plan) — 106 participants

- [Duarte Communications, INC.](https://planprovider.pro/companies/duarte-communications-inc-401k-plan) — 95 participants

- [Hirsch Bedner & Associates](https://planprovider.pro/companies/hirsch-bedner-associates-401k-plan) — 122 participants

- [Kmb Concepts LLC](https://planprovider.pro/companies/kmb-concepts-llc-401k-plan) — 123 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/waldberg-inc-401k-plan)

© 2026 PlanProvider.Pro