Original filing (PDF)20250530103526NAL0005186435001

WALZER, MELCHER & YODA, LLP

Name: WALZER, MELCHER & YODA, LLP — WALZER, MELCHER & YODA, LLP CASH BALANCE PLAN, Form 5500 (2024)
Creator: WALZER, MELCHER & YODA, LLP

Form 5500-SF

FILING_RECEIVED

WALZER, MELCHER & YODA, LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 WALZER, MELCHER & YODA, LLP.

Plan sponsor

Name

WALZER, MELCHER & YODA, LLP

EIN

20-2736577

Address

5941 VARIEL AVENUE · WOODLAND HILLS, CA · 91367

Phone

(818) 591-3700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

DEREK SMITH LAW GROUP, PLLC

DEREK SMITH LAW GROUP 401(K) PLAN

$3.2M · 27 participants

LIEVER, HYMAN & POTTER, P.C.

LIEVER, HYMAN & POTTER, P.C. PROFIT SHARING PLAN

$3.2M · 5 participants

KAPLAN BREYER SCHWARZ, LLP

KBS 401(K) PLAN

$3.2M · 17 participants

HASSARD BONNINGTON LLP

HASSARD BONNINGTON LLP ATTORNEY RETIREMENT SAVINGS PLAN

$3.2M · 11 participants

KROHN & MOSS, LTD.

KROHN & MOSS, LTD. 401(K) PLAN

$3.2M · 21 participants