How big is Estes & Walcott's plan?

Estes & Walcott's plan reported $7.5M in assets and 6 participants for 2025.

Original filing (PDF)20260305143008NAL0002606371001

Estes & Walcott

Name: Estes & Walcott — Estes & Walcott, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Estes & Walcott
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Estes & Walcott, Inc. 401(k) Plan

401(k) retirement plan · Estes & Walcott's Estes & Walcott, Inc. 401(k) Plan held $7.5M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Robert K. Estes, Jr. signed Estes & Walcott's 2025 Form 5500 as plan administrator.

Robert K. Estes, Jr. — 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

Estes & Walcott's EIN is 20-3807867.

EIN 20-3807867

Plan number 002

Plan year 2025

ACK ID 20260305143008NAL0002606371001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Estes & Walcott from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Estes & Walcott's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESTES & WALCOTT.

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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