Original filing (PDF)20230428151935NAL0019239744001

WALLACE SPECIALTY INSURANCE GROUP, LLC

Name: WALLACE SPECIALTY INSURANCE GROUP, LLC — WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN, Form 5500 (2022)
Creator: WALLACE SPECIALTY INSURANCE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

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 (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLACE SPECIALTY INSURANCE GROUP, LLC.

Plan sponsor

Name

WALLACE SPECIALTY INSURANCE GROUP, LLC

EIN

45-4593569

Address

640 JAMES DRIVE · RICHARDSON, TX · 75080

Phone

(972) 663-5190

Industry

Finance & Insurancesee all

Plan administrator