How big is Jarrett Walker + Associates, LLC's plan?

Jarrett Walker + Associates, LLC's plan reported $1.9M in assets and 20 participants for 2025.

Original filing (PDF)20260514193407NAL0017027346001

Jarrett Walker + Associates, LLC

Name: Jarrett Walker + Associates, LLC — Jarrett Walker &, Form 5500 (2025)
Creator: Jarrett Walker + Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jarrett Walker & Associates 401(k) Plan

401(k) retirement plan · Jarrett Walker + Associates, LLC's Jarrett Walker & Associates 401(k) Plan held $1.9M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Rosalynn Ritschard signed Jarrett Walker + Associates, LLC's 2025 Form 5500 as plan administrator.

Rosalynn Ritschard — 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

Jarrett Walker + Associates, LLC's EIN is 45-4021425.

EIN 45-4021425

Plan number 001

Plan year 2025

ACK ID 20260514193407NAL0017027346001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jarrett Walker + Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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