How big is WALZ and Associates, P.C.'s plan?

WALZ and Associates, P.C.'s plan reported $291K in assets and 5 participants for 2024.

Original filing (PDF)20250730160853NAL0010900434001

WALZ and Associates, P.C.

Name: WALZ and Associates, P.C. — WALZ and Associates, Form 5500 (2024)
Creator: WALZ and Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WALZ and Associates, P.C. Profit Sharing Plan

Defined-contribution retirement plan · WALZ and Associates, P.C.'s WALZ and Associates, P.C. Profit Sharing Plan held $291K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$291K

Net assets (EOY)

$291K

People on this filing

Jerry A. WALZ signed WALZ and Associates, P.C.'s 2024 Form 5500 as plan administrator.

Jerry A. WALZ — 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

WALZ and Associates, P.C.'s EIN is 27-4704517.

EIN 27-4704517

Plan number 001

Plan year 2024

ACK ID 20250730160853NAL0010900434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WALZ and Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WALZ and Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALZ AND ASSOCIATES, P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

WALZ AND ASSOCIATES, P.C.

EIN

all filings

Address

133 EUBANK BOULEVARD NE · ALBUQUERQUE, NM · 87123

Phone

(505) 275-1800

Industry

Law Offices· Professional & Technical Services

Plan administrator