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

Eric P. Wallace, LLC's plan reported $449K in assets and 5 participants for 2024.

Original filing (PDF)20251010120826NAL0007684081001

Eric P. Wallace, LLC

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

Form 5500-SF

FILING_RECEIVED

Eric P. Wallace, LLC 401(k) Plan

401(k) retirement plan · Eric P. Wallace, LLC's Eric P. Wallace, LLC 401(k) Plan held $449K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$449K

Net assets (EOY)

$449K

Plan identifiers

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

EIN 47-5332159

Plan number 002

Plan year 2024

ACK ID 20251010120826NAL0007684081001

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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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