Original filing (PDF)20250417220812NAL0002901952064

WALSH PATEL GROUP CONSULTING, LLC

Name: WALSH PATEL GROUP CONSULTING, LLC — WALSH PATEL GROUP CONSULTING, LLC 401(K) PLAN, Form 5500 (2024)
Creator: WALSH PATEL GROUP CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

WALSH PATEL GROUP CONSULTING, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

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 (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

WALSH PATEL GROUP CONSULTING, LLC

EIN

47-1496133

Address

200 E 32ND ST · UNIT 7C · NEW YORK CITY, NY · 10016

Phone

(646) 868-9800

Industry