How big is Wallace, Savage & Davis, P.C.'s plan?

Wallace, Savage & Davis, P.C.'s plan reported $3.9M in assets and 6 participants for 2024.

Original filing (PDF)20250306134150NAL0010331681002

Wallace, Savage & Davis, P.C.

Name: Wallace, Savage & Davis, P.C. — Wallace, Savage &, Form 5500 (2024)
Creator: Wallace, Savage & Davis, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallace, Savage & Davis, P.C. 401(k) Plan

401(k) retirement plan · Wallace, Savage & Davis, P.C.'s Wallace, Savage & Davis, P.C. 401(k) Plan held $3.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Wallace, Savage & Davis, P.C.'s EIN is 04-3126601.

EIN 04-3126601

Plan number 001

Plan year 2024

ACK ID 20250306134150NAL0010331681002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wallace, Savage & Davis, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wallace, Savage & Davis, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLACE, SAVAGE & DAVIS, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score