How big is Walker & Associates' plan?

Walker & Associates' plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20251015121102NAL0004494817001

Walker & Associates

Name: Walker & Associates — Walker & Associates 401(k), Form 5500 (2024)
Creator: Walker & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walker & Associates 401(k) Plan

401(k) retirement plan · Walker & Associates' Walker & Associates 401(k) Plan held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Tammie DUNN Walker signed Walker & Associates' 2024 Form 5500 as plan administrator.

Tammie DUNN Walker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Walker & Associates' EIN is 05-0544497.

EIN 05-0544497

Plan number 001

Plan year 2024

ACK ID 20251015121102NAL0004494817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walker & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walker & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALKER & ASSOCIATES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WALKER & ASSOCIATES

EIN

all filings

Address

204 E PECAN STREET, SUITE D · CELINA, TX · 75009

Phone

(469) 865-1025

Industry

Finance & Insurance

Plan administrator