Original filing (PDF)20250930134656NAL0013301728001

WALNUT CAPITAL MANAGEMENT, INC.

Name: WALNUT CAPITAL MANAGEMENT, INC. — WALNUT CAPITAL MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: WALNUT CAPITAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

WALNUT CAPITAL MANAGEMENT, INC. 401(K) PLAN

403(b) retirement plan

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALNUT CAPITAL MANAGEMENT, INC..

Plan sponsor

Name

WALNUT CAPITAL MANAGEMENT, INC.

EIN

25-1805315

Address

5500 WALNUT STREET #300, 3RD FLOOR · PITTSBURGH, PA · 15232

Phone

(412) 683-3810

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2L · 403(b)(1) annuity

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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