Original filing (PDF)20250715132328NAL0003031040001

WALLACE ARCHITECTS, LLC

Name: WALLACE ARCHITECTS, LLC — WALLACE ARCHITECTS, LLC PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: WALLACE ARCHITECTS, LLC

Form 5500-SF

FILING_RECEIVED

WALLACE ARCHITECTS, LLC PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 WALLACE ARCHITECTS, LLC.

Plan sponsor

Name

WALLACE ARCHITECTS, LLC

EIN

43-1802526

Address

302 CAMPUSVIEW DRIVE · SUITE 208 · COLUMBIA, MO · 65201

Phone

(573) 256-7200

Industry

Professional & Technical Servicessee 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

2025-07-15

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

Related plans

Similar-size Professional & Technical Services plans

ABSTRACT GROUP INC

ABSTRACT GROUP INC 401(K) PLAN

$2.8M · 25 participants

GOFF D ANTONIO ASSOCIATES, LTD.

GOFF D ANTONIO ASSOC. 401(K) PROFIT SHARING PLAN

$2.8M · 6 participants

TURETT COLLABORATIVE ARCHITECTS

TURETT COLLABORATIVE ARCHITECTS 401(K) PLAN

$2.8M · 8 participants

ADM RETAIL PLANNING & ARCHITECTURE, INC.

ADM RETAIL PLANNING & ARCHITECTURE, INC. 401(K) PROFIT SHARING PLAN

$2.8M · 9 participants

FRANK SHATZ & CO., INC.

FRANK SHATZ & CO., INC. 401(K) PLAN