How big is Wallis Law Firm PLLC's plan?

Wallis Law Firm PLLC's plan reported $71K in assets and 1 participants for 2024.

Original filing (PDF)20250719113011NAL0004730386001

Wallis Law Firm PLLC

Name: Wallis Law Firm PLLC — Form 5500 (2024)
Creator: Wallis Law Firm PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Wallis Law Firm PLLC held $71K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

People on this filing

Shirley Horner signed Wallis Law Firm PLLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Wallis Law Firm PLLC's EIN is 42-1728272.

EIN 42-1728272

Plan number 001

Plan year 2024

ACK ID 20250719113011NAL0004730386001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wallis Law Firm PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wallis Law Firm PLLC'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 WALLIS LAW FIRM PLLC.

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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.

Plan sponsor

Name

WALLIS LAW FIRM PLLC

EIN

all filings

Address

1101 FAWCETT AVE · STE 300 · TACOMA, WA · 98402

Phone

(253) 272-1245

Industry

Law Offices· Professional & Technical Services

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

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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