How big is Waller, Inc.'s plan?

Waller, Inc.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20251008090841NAL0009077040001

Waller, Inc.

Name: Waller, Inc. — Waller, Inc. 401(k) P/S Plan, Form 5500 (2024)
Creator: Waller, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waller, Inc. 401(k) P/S Plan

401(k) retirement plan · Waller, Inc.'s Waller, Inc. 401(k) P/S Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Michael Waller signed Waller, Inc.'s 2024 Form 5500 as plan administrator.

Michael Waller — 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

Waller, Inc.'s EIN is 20-4777001.

EIN 20-4777001

Plan number 001

Plan year 2024

ACK ID 20251008090841NAL0009077040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waller, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waller, Inc.'s plan includes a 401(k) feature, profit-sharing.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WALLER, INC.

EIN

all filings

Address

2229 TRINITY DR · BRENTWOOD, CA · 94513

Phone

(925) 634-3663

Industry

Construction

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

2025-10-08

Pension benefit codes

2K · 401(m) arrangement

2J · 401(k) feature

3B · Covers self-employed individuals

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

2E · Profit-sharing

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

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