· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EDWARD L. WALSH, LLC — EDWARD L. WALSH, LLC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002131311NAL0000849296001
EDWARD L. WALSH, LLC
Form 5500-SF
FILING_RECEIVED
EDWARD L. WALSH, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EDWARD L. WALSH, LLC
.
Find decision makers
Plan sponsor
Name
EDWARD L. WALSH, LLC
EIN
06-1533216
Address
51 ELM STREET · NEW HAVEN, CT · 06510
Phone
(203) 624-1700
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LAW OFFICES OF DANIEL D. SKURET, P.C.
LAW OFFICES OF DANIEL D. SKURET, P.C. PROFIT SHARING PLAN
$2.6M · 6 participants
ROUNTREE LOSEE LLP
ROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN
$2.6M · 8 participants
MCDOWELL & MORRISSETTE, P.A.
MCDOWELL & MORRISSETTE, P.A. 401(K) PLAN
$2.6M · 13 participants
HODSON AND MULLIN
HODSON AND MULLIN 401K PROFIT SHARING PLAN AND TRUST
$2.6M · 11 participants
ROBERTS & REITER, P.A.
ROBERTS & REITER, P.A. PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.6M · 5 participants
CRADDICK, CANDLAND & CONTI, A PROFESSIONAL CORPORATION
CRADDICK, CANDLAND & CONTI, A PROFESSIONAL CORPORATION 401(K) PLAN
$2.6M · 14 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
