How big is Walchli Tauber Group's plan?

Walchli Tauber Group's plan reported $3.6M in assets and 14 participants for 2024.

Original filing (PDF)20250328125713NAL0002021810001

Walchli Tauber Group

Name: Walchli Tauber Group — The Walchli Tauber Group, Form 5500 (2024)
Creator: Walchli Tauber Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Walchli Tauber Group 401(k) Plan

401(k) retirement plan · Walchli Tauber Group's The Walchli Tauber Group 401(k) Plan held $3.6M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Stephen Tauber signed Walchli Tauber Group's 2024 Form 5500 as plan administrator.

Stephen Tauber — 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

Walchli Tauber Group's EIN is 52-2113341.

EIN 52-2113341

Plan number 001

Plan year 2024

ACK ID 20250328125713NAL0002021810001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walchli Tauber Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walchli Tauber Group'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 WALCHLI TAUBER GROUP.

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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

Knocking points off