Original filing (PDF)20250513111721NAL0011959027001

WALSH & ASSOCIATES, INC.

Name: WALSH & ASSOCIATES, INC. — WALSH & ASSOCIATES, INC. EMPLOYEES PENSION PLAN, Form 5500 (2024)
Creator: WALSH & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

WALSH & ASSOCIATES, INC. EMPLOYEES PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALSH & ASSOCIATES, INC..

Plan sponsor

Name

WALSH & ASSOCIATES, INC.

EIN

43-0907728

Address

1400 MACKLIND AVENUE · ST. LOUIS, MO · 63110

Phone

(314) 781-2520

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

Pension benefit codes

2C · Money purchase (other than target benefit)

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

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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