How big is Wallace Associates, L.L.C.'s plan?

Wallace Associates, L.L.C.'s plan reported $1.6M in assets and 16 participants for 2025.

Original filing (PDF)20260505150416NAL0001213681001

Wallace Associates, L.L.C.

Name: Wallace Associates, L.L.C. — Wallace Associates, Form 5500 (2025)
Creator: Wallace Associates, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallace Associates 401(k) Plan

401(k) retirement plan · Wallace Associates, L.L.C.'s Wallace Associates 401(k) Plan held $1.6M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Wendi Newton signed Wallace Associates, L.L.C.'s 2025 Form 5500 as plan administrator.

Wendi Newton — 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

Wallace Associates, L.L.C.'s EIN is 52-2375801.

EIN 52-2375801

Plan number 001

Plan year 2025

ACK ID 20260505150416NAL0001213681001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wallace Associates, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wallace Associates, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ASSOCIATES, L.L.C..

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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