Original filing (PDF)20250728100518NAL0002680048001

Waller Helms Advisors, LLC

Name: Waller Helms Advisors, LLC — Waller Helms Advisors, Form 5500 (2024)
Creator: Waller Helms Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waller Helms Advisors, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Waller Helms Advisors, LLC's Waller Helms Advisors, LLC 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

James Anderson signed Waller Helms Advisors, LLC's 2024 Form 5500 as plan administrator.

James Anderson — 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

Waller Helms Advisors, LLC's EIN is 47-1820105.

EIN 47-1820105

Plan number 001

Plan year 2024

ACK ID 20250728100518NAL0002680048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waller Helms Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waller Helms Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLER HELMS ADVISORS, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score