Original filing (PDF)20250331121431NAL0008939168001

DR. EDWARD J. WALTER & ASSOC., INC.

Name: DR. EDWARD J. WALTER & ASSOC., INC. — DR. EDWARD J. WALTER & ASSOC. , INC. 401(K) PLAN, Form 5500 (2024)
Creator: DR. EDWARD J. WALTER & ASSOC., INC.

Form 5500-SF

FILING_RECEIVED

DR. EDWARD J. WALTER & ASSOC. , INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$804K

Net assets (EOY)

$804K

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 DR. EDWARD J. WALTER & ASSOC., INC..

Plan sponsor

Name

DR. EDWARD J. WALTER & ASSOC., INC.

EIN

34-1670572

Address

9261 RAVENNA ROAD, UNIT B-5 · TWINSBURG, OH · 44087

Phone

(330) 963-0540

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-31

Pension benefit codes

2E · Profit-sharing

2T · Default investment account (QDIA)

2J · 401(k) feature

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

2K · 401(m) arrangement

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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