How big is Wallman Financial LLC's plan?

Wallman Financial LLC's plan reported $136K in assets and 3 participants for 2024.

Original filing (PDF)20250422222757NAL0004957041033

Wallman Financial LLC

Name: Wallman Financial LLC — Wallman Financial 401(k), Form 5500 (2024)
Creator: Wallman Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallman Financial 401(k) Plan

401(k) retirement plan · Wallman Financial LLC's Wallman Financial 401(k) Plan held $136K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

Plan identifiers

Wallman Financial LLC's EIN is 27-1578371.

EIN 27-1578371

Plan number 001

Plan year 2024

ACK ID 20250422222757NAL0004957041033

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wallman Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wallman Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLMAN FINANCIAL LLC.

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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