How big is Walnut Capital Management, Inc.'s plan?

Walnut Capital Management, Inc.'s plan reported $3.5M in assets and 113 participants for 2024.

Original filing (PDF)20250930134656NAL0013301728001

Walnut Capital Management, Inc.

Name: Walnut Capital Management, Inc. — Walnut Capital, Form 5500 (2024)
Creator: Walnut Capital Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walnut Capital Management, Inc. 401(k) Plan

403(b) retirement plan · Walnut Capital Management, Inc.'s Walnut Capital Management, Inc. 401(k) Plan held $3.5M in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Michael Goldstein signed Walnut Capital Management, Inc.'s 2024 Form 5500 as plan administrator.

Michael Goldstein — 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

Walnut Capital Management, Inc.'s EIN is 25-1805315.

EIN 25-1805315

Plan number 002

Plan year 2024

ACK ID 20250930134656NAL0013301728001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Walnut Capital Management, Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score