How big is Eric P. Wallace, LLC's plan?

Eric P. Wallace, LLC's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20251010150112NAL0004732979001

Eric P. Wallace, LLC

Name: Eric P. Wallace, LLC — Eric P. Wallace, LLC Cash, Form 5500 (2024)
Creator: Eric P. Wallace, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric P. Wallace, LLC Cash Balance Plan

Defined-benefit pension plan · Eric P. Wallace, LLC's Eric P. Wallace, LLC Cash Balance Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Eric P. Wallace, LLC's EIN is 47-5332159.

EIN 47-5332159

Plan number 001

Plan year 2024

ACK ID 20251010150112NAL0004732979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eric P. Wallace, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eric P. Wallace, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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