How big is Walker Partners, LLC's plan?

Walker Partners, LLC's plan reported $13.5M in assets and 100 participants for 2024.

Original filing (PDF)20251002161554NAL0000419827001

Walker Partners, LLC

Name: Walker Partners, LLC — Walker Partners, LLC 401(k), Form 5500 (2024)
Creator: Walker Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walker Partners, LLC 401(k) Plan

401(k) retirement plan · Walker Partners, LLC's Walker Partners, LLC 401(k) Plan held $13.5M in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

100

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

Plan identifiers

Walker Partners, LLC's EIN is 35-2235040.

EIN 35-2235040

Plan number 001

Plan year 2024

ACK ID 20251002161554NAL0000419827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Walker Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score