Original filing (PDF)20250926065650NAL0009130513001

HODGES WALSH & BURKE, LLP

Name: HODGES WALSH & BURKE, LLP — HODGES WALSH & BURKE, LLP 401(K) PLAN, Form 5500 (2024)
Creator: HODGES WALSH & BURKE, LLP

Form 5500-SF

FILING_RECEIVED

HODGES WALSH & BURKE, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 HODGES WALSH & BURKE, LLP.

Plan sponsor

Name

HODGES WALSH & BURKE, LLP

EIN

20-8790051

Address

55 CHURCH STREET SUITE 211 · WHITE PLAINS, NY · 10601

Phone

(914) 385-6000

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

2025-09-26

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

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

Related plans

Similar-size Law Offices plans

ANTEZANA & ANTEZANA, LLC

ANTEZANA & ANTEZANA, LLC PROFIT SHARING PLAN

$4.3M · 41 participants

DMCA PARTNERSHIP GROUP, LLP

DMCA PARTNERSHIP GROUP, LLC 401(K) PLAN

$4.3M · 48 participants

WILLINGHAM & COTE, P.C.

WILLINGHAM & COTE, P.C. RETIREMENT SAVINGS PLAN

$4.3M · 18 participants

WELLMAN & WARREN, LLP

WELLMAN & WARREN, LLP 401K PROFIT SHARING PLAN

$4.3M · 7 participants

CURLEY LAW FIRM, LLP

CURLEY LAW FIRM, LLP RETIREMENT PLAN