How big is Wallace Saunders, Chartered's plan?

Wallace Saunders, Chartered's plan reported $27.0M in assets and 80 participants for 2024.

Original filing (PDF)20250821141847NAL0004239569001

Wallace Saunders, Chartered

Name: Wallace Saunders, Chartered — Wallace Saunders, Form 5500 (2024)
Creator: Wallace Saunders, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallace Saunders, Chartered 401(k) Profit Sharing Plan

401(k) retirement plan · Wallace Saunders, Chartered's Wallace Saunders, Chartered 401(k) Profit Sharing Plan held $27.0M in plan assets for 80 participants in 2024.

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$27.0M

Net assets (EOY)

$27.0M

Plan identifiers

Wallace Saunders, Chartered's EIN is 48-0921719.

EIN 48-0921719

Plan number 001

Plan year 2024

ACK ID 20250821141847NAL0004239569001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wallace Saunders, Chartered's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 WALLACE SAUNDERS, CHARTERED.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score