How big is Wallat Capital LLC's plan?

Wallat Capital LLC's plan reported $180K in assets and 2 participants for 2024.

Original filing (PDF)20250603100158NAL0028359970001

Wallat Capital LLC

Name: Wallat Capital LLC — Wallat Capital, LLC 401(k), Form 5500 (2024)
Creator: Wallat Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallat Capital, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wallat Capital LLC's Wallat Capital, LLC 401(k) Profit Sharing Plan & Trust held $180K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

People on this filing

Edward Rojas signed Wallat Capital LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Wallat Capital LLC's EIN is 47-1951878.

EIN 47-1951878

Plan number 001

Plan year 2024

ACK ID 20250603100158NAL0028359970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wallat Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wallat Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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