How big is Walsh & Keating, S.C.'s plan?

Walsh & Keating, S.C.'s plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250711143109NAL0004745715001

Walsh & Keating, S.C.

Name: Walsh & Keating, S.C. — Walsh & Keating, S.C. 401(k), Form 5500 (2024)
Creator: Walsh & Keating, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walsh & Keating, S.C. 401(k) Profit Sharing Trust

401(k) retirement plan · Walsh & Keating, S.C.'s Walsh & Keating, S.C. 401(k) Profit Sharing Trust held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

David C Keating signed Walsh & Keating, S.C.'s 2024 Form 5500 as plan administrator.

David C Keating — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Walsh & Keating, S.C.'s EIN is 39-1706816.

EIN 39-1706816

Plan number 001

Plan year 2024

ACK ID 20250711143109NAL0004745715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walsh & Keating, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walsh & Keating, S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WALSH & KEATING, S.C.

EIN

all filings

Address

1505 N WAUWATOSA AVE · WAUWATOSA, WI · 532132622

Phone

(414) 257-9929

Industry

Law Offices· Professional & Technical Services

Plan administrator