How big is Walsh Woodard, LLC's plan?

Walsh Woodard, LLC's plan reported $3.4M in assets and 9 participants for 2024.

Original filing (PDF)20251002083546NAL0000351008001

Walsh Woodard, LLC

Name: Walsh Woodard, LLC — Walsh Woodard, LLC 401(k) Plan, Form 5500 (2024)
Creator: Walsh Woodard, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walsh Woodard, LLC 401(k) Plan

401(k) retirement plan · Walsh Woodard, LLC's Walsh Woodard, LLC 401(k) Plan held $3.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Walsh Woodard, LLC's EIN is 06-1445718.

EIN 06-1445718

Plan number 001

Plan year 2024

ACK ID 20251002083546NAL0000351008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walsh Woodard, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walsh Woodard, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

WALSH WOODARD, LLC

EIN

all filings

Address

527 PROSPECT AVENUE · WEST HARTFORD, CT · 06105

Phone

(860) 549-8440

Industry

Law Offices· Professional & Technical Services

Plan administrator