Back to filter
Original filing (PDF)20250512151742NAL0012777971001
WALLACE EANNACE ASSOCIATES INC
Form 5500-SF
FILING_RECEIVED
WALLACE EANNACE ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
72
Accounts w/ balance
54
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALLACE EANNACE ASSOCIATES INC.
Plan sponsor
Name
WALLACE EANNACE ASSOCIATES INC
EIN
11-2204892
Address
50 NEWTON ROAD · PLAINVIEW, NY · 118039021
Phone
(516) 454-9300
Industry
Wholesale Tradesee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Wholesale Trade plans
HARDWARE DISTRIBUTORS, LTD.
HARDWARE DISTRIBUTORS, LTD. 401(K) RETIREMENT SAVINGS PLAN
$11.8M · 101 participants
VP SUPPLY CORPORATION
VP SUPPLY CORPORATION 401(K) PROFIT SHARING PLAN
$11.8M · 345 participants
DUTTON-LAINSON COMPANY
DUTTON-LAINSON COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
$11.7M · 220 participants
WOODSON & BOZEMAN, INC.
WOODSON & BOZEMAN, INC. RETIREMENT PLAN
$11.8M · 51 participants
PROCO PRODUCTS, INC.
PROCO PRODUCTS, INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN & TRUST
$11.8M · 26 participants
D & L APPLIANCE PARTS COMPANY, INC.
D & L APPLIANCE PARTS 401(K) PLAN
$12.0M · 192 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B