Original filing (PDF)20240201132920NAL0014328787001

WALKER INSURANCE SOLUTIONS LLC

Name: WALKER INSURANCE SOLUTIONS LLC — WALKER INSURANCE SOLUTIONS LLC 401(K) PLAN, Form 5500 (2023)
Creator: WALKER INSURANCE SOLUTIONS LLC

Form 5500-SF

FILING_RECEIVED

WALKER INSURANCE SOLUTIONS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

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 WALKER INSURANCE SOLUTIONS LLC.

Plan sponsor

Name

WALKER INSURANCE SOLUTIONS LLC

EIN

27-4796829

Address

940 CALLE NEGOCIO #110 · SAN CLEMENTE, CA · 92673

Phone

(949) 751-3450

Industry

Finance & Insurancesee all

Plan administrator

Name

BDH PENSION, INC.

EIN

86-1714305

City

NEWBURY PARK, CA

Phone

(805) 544-1112

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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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