Original filing (PDF)20251008080639NAL0008986624001

WALL & WILLIAM FINANCIAL SERVICES GROUP, INC.

Name: WALL & WILLIAM FINANCIAL SERVICES GROUP, INC. — WALL & WILLIAM FINANCIAL SERVICES GROUP, INC. 401K PLAN, Form 5500 (2024)
Creator: WALL & WILLIAM FINANCIAL SERVICES GROUP, INC.

Form 5500-SF

FILING_RECEIVED

WALL & WILLIAM FINANCIAL SERVICES GROUP, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALL & WILLIAM FINANCIAL SERVICES GROUP, INC..

Plan sponsor

Name

WALL & WILLIAM FINANCIAL SERVICES GROUP, INC.

EIN

13-3751059

Address

320 OLD COUNTRY ROAD · SUITE 203 · GARDEN CITY, NY · 115301763

Phone

(516) 345-0300

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

WALL & WILLIAM FINANCIAL SERVICES GROUP, INC.

EIN

13-3751059

City

ROCKVILLE CENTRE, NY

Phone

(516) 256-5000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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