Original filing (PDF)20250814160438NAL0009265811002

WALSH, ROBERTS & GRACE

Name: WALSH, ROBERTS & GRACE — WALSH, ROBERTS & GRACE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WALSH, ROBERTS & GRACE

Form 5500-SF

FILING_RECEIVED

WALSH, ROBERTS & GRACE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 WALSH, ROBERTS & GRACE.

Plan sponsor

Name

WALSH, ROBERTS & GRACE

EIN

16-1237410

Address

400 RAND BUILDING · 14 LAFAYETTE SQUARE · BUFFALO, NY · 142031904

Phone

(716) 856-1636

Industry

Law Offices· Professional & Technical Servicessee 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

2025-08-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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