How big is Walls Financial Group, LLC's plan?

Walls Financial Group, LLC's plan reported $517K in assets and 3 participants for 2024.

Original filing (PDF)20251009101437NAL0003489875001

Walls Financial Group, LLC

Name: Walls Financial Group, LLC — Walls Financial Group, Form 5500 (2024)
Creator: Walls Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walls Financial Group, LLC 401(k) Plan

401(k) retirement plan · Walls Financial Group, LLC's Walls Financial Group, LLC 401(k) Plan held $517K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$517K

Net assets (EOY)

$517K

People on this filing

Brian Walls signed Walls Financial Group, LLC's 2024 Form 5500 as plan administrator.

Brian Walls — 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

Walls Financial Group, LLC's EIN is 45-4150337.

EIN 45-4150337

Plan number 001

Plan year 2024

ACK ID 20251009101437NAL0003489875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walls Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walls Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLS FINANCIAL GROUP, 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

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 (97th percentile).

Plan sponsor

Name

WALLS FINANCIAL GROUP, LLC

EIN

all filings

Address

435 WEST 23RD STREET, SUITE 1BB · NEW YORK, NY · 10011

Phone

(212) 372-3403

Industry

Finance & Insurance

Plan administrator