How big is Wall McCormick & Baroldi, APC's plan?

Wall McCormick & Baroldi, APC's plan reported $6.8M in assets and 11 participants for 2024.

Original filing (PDF)20251013120927NAL0002723394001

Wall McCormick & Baroldi, APC

Name: Wall McCormick & Baroldi, APC — Wall, McCormick &, Form 5500 (2024)
Creator: Wall McCormick & Baroldi, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wall, McCormick & Baroldi, APC Profit Sharing 401(k) Plan

401(k) retirement plan · Wall McCormick & Baroldi, APC's Wall, McCormick & Baroldi, APC Profit Sharing 401(k) Plan held $6.8M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Wall McCormick & Baroldi, APC's EIN is 33-0181408.

EIN 33-0181408

Plan number 004

Plan year 2024

ACK ID 20251013120927NAL0002723394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wall McCormick & Baroldi, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wall McCormick & Baroldi, APC'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 WALL MCCORMICK & BAROLDI, APC.

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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