How big is Walsh, Roberts & Grace's plan?

Walsh, Roberts & Grace's plan reported $3.4M in assets and 9 participants for 2024.

Original filing (PDF)20250814160438NAL0009265811002

Walsh, Roberts & Grace

Name: Walsh, Roberts & Grace — Walsh, Roberts & Grace, Form 5500 (2024)
Creator: Walsh, Roberts & Grace
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walsh, Roberts & Grace Profit Sharing Plan

Defined-contribution retirement plan · Walsh, Roberts & Grace's Walsh, Roberts & Grace Profit Sharing 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

People on this filing

Mark Della Posta signed Walsh, Roberts & Grace's 2024 Form 5500 as plan administrator.

Mark Della Posta — 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

Walsh, Roberts & Grace's EIN is 16-1237410.

EIN 16-1237410

Plan number 001

Plan year 2024

ACK ID 20250814160438NAL0009265811002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Walsh, Roberts & Grace's plan includes profit-sharing, ERISA 404(c) participant direction, 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 WALSH, ROBERTS & GRACE.

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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