How big is Walker Financial Advisors, Inc.'s plan?

Walker Financial Advisors, Inc.'s plan reported $1.0M in assets and 3 participants for 2024.

Original filing (PDF)20251014004038NAL0000987491001

Walker Financial Advisors, Inc.

Name: Walker Financial Advisors, Inc. — Walker Financial, Form 5500 (2024)
Creator: Walker Financial Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walker Financial Advisors, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Walker Financial Advisors, Inc.'s Walker Financial Advisors, Inc. Defined Benefit Pension Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Walker Financial Advisors, Inc.'s EIN is 33-0785066.

EIN 33-0785066

Plan number 002

Plan year 2024

ACK ID 20251014004038NAL0000987491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walker Financial Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walker Financial Advisors, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score