How big is Wallrich Associates Integrated's plan?

Wallrich Associates Integrated's plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20251007173751NAL0005133649001

Wallrich Associates Integrated

Name: Wallrich Associates Integrated — Wallrich Associates, Form 5500 (2024)
Creator: Wallrich Associates Integrated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallrich Associates Integrated 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Wallrich Associates Integrated's Wallrich Associates Integrated 401(k) Profit Sharing Plan and Trust held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Sam Nowell signed Wallrich Associates Integrated's 2024 Form 5500 as plan administrator.

Sam Nowell — 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

Wallrich Associates Integrated's EIN is 45-4184011.

EIN 45-4184011

Plan number 001

Plan year 2024

ACK ID 20251007173751NAL0005133649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wallrich Associates Integrated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wallrich Associates Integrated'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 WALLRICH ASSOCIATES INTEGRATED.

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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