How big is Walker Elliott, LP's plan?

Walker Elliott, LP's plan reported $4.6M in assets and 14 participants for 2025.

Original filing (PDF)20260316141001NAL0001180689001

Walker Elliott, LP

Name: Walker Elliott, LP — Walker Elliott 401(k) Plan, Form 5500 (2025)
Creator: Walker Elliott, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walker Elliott 401(k) Plan

401(k) retirement plan · Walker Elliott, LP's Walker Elliott 401(k) Plan held $4.6M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Joe Elliott signed Walker Elliott, LP's 2025 Form 5500 as plan administrator.

Joe Elliott — 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

Walker Elliott, LP's EIN is 26-3925998.

EIN 26-3925998

Plan number 001

Plan year 2025

ACK ID 20260316141001NAL0001180689001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Walker Elliott, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Walker Elliott, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALKER ELLIOTT, LP.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score