Original filing (PDF)20250924120502NAL0009193075001

THE WALLEN LAW FIRM, P.A. DBA WALLEN KELLEY

Name: THE WALLEN LAW FIRM, P.A. DBA WALLEN KELLEY — WALLEN KELLEY 401(K) PLAN, Form 5500 (2024)
Creator: THE WALLEN LAW FIRM, P.A. DBA WALLEN KELLEY

Form 5500-SF

FILING_RECEIVED

WALLEN KELLEY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WALLEN LAW FIRM, P.A. DBA WALLEN KELLEY.

Plan sponsor

Name

THE WALLEN LAW FIRM, P.A. DBA WALLEN KELLEY

EIN

46-4082175all filings

Address

1600 PONCE DE LEON BLVD. · PENTHOUSE 1 · CORAL GABLES, FL · 33134

Phone

(305) 527-3080

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator