Original filing (PDF)20250814092059NAL0021792802001

WALLACE & PANCHER, INC.

Name: WALLACE & PANCHER, INC. — WALLACE & PANCHER, INC. 401(K) PLAN, Form 5500 (2024)
Creator: WALLACE & PANCHER, INC.

Form 5500-SF

FILING_RECEIVED

WALLACE & PANCHER, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 WALLACE & PANCHER, INC..

Plan sponsor

Name

WALLACE & PANCHER, INC.

EIN

25-1895821

Address

1085 S. HERMITAGE ROAD · HERMITAGE, PA · 16148

Phone

(724) 981-0155

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-30

Filed

2025-08-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

THE ATLANTIC GROUP, LLC

THE ATLANTIC GROUP LLC 401(K) PLAN

HRA GRAY & PAPE, LLC

HRAG&P, LLC 401(K) PROFIT SHARING PLAN

HEYL SURVEYORS

HEYL SURVEYORS SOCA BENEFIT PLAN

SURDEX CORPORATION

SURDEX CORPORATION 401(K) PROFIT SHARING PLAN

OPTIMAL GEO

OPTIMAL GEO 401(K) PLAN