Back to filter
Original filing (PDF)20250723070432NAL0001818467001
WALLINGTON ASSET MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
WALLINGTON ASSET MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
19
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALLINGTON ASSET MANAGEMENT, LLC.
Plan sponsor
Name
WALLINGTON ASSET MANAGEMENT, LLC
EIN
20-8246027
Address
8900 KEYSTONE CROSSING SUITE 1015 · INDIANAPOLIS, IN · 46240
Phone
(317) 575-8670
Industry
Finance & Insurancesee 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
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Finance & Insurance plans
FAMILY MANAGEMENT CORP
FAMILY MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST
$6.9M · 19 participants
FORESITE CAPITAL MANAGEMENT, LLC
FORESITE CAPITAL 401(K) PLAN
$6.9M · 48 participants
JACKSON SQUARE FINANCIAL INC. DBA JACKSON SQUARE
JSF PROFIT SHARING PLAN
$6.9M
DRAKE CAPITAL ADVISORS, LLC
DRAKE CAPITAL ADVISORS, LLC RETIREMENT PLAN AND TRUST
$6.9M · 4 participants
CYPRESS CAPITAL GROUP, INC.
CYPRESS CAPITAL GROUP, INC. 401(K) PLAN
$6.9M · 56 participants
CITIZENS ENTERPRISES CORPORATION
CITIZENS ENTERPRISES CORPORATION 401(K) PLAN
$6.9M · 28 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants