How big is Clancy and Walter, PLLC's plan?

Clancy and Walter, PLLC's plan reported $3.8M in assets and 8 participants for 2024.

Original filing (PDF)20250417072947NAL0001285856001

Clancy and Walter, PLLC

Name: Clancy and Walter, PLLC — Clancy and Walter 401(k), Form 5500 (2024)
Creator: Clancy and Walter, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clancy and Walter 401(k) Plan

401(k) retirement plan · Clancy and Walter, PLLC's Clancy and Walter 401(k) Plan held $3.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Clancy and Walter, PLLC's EIN is 54-1905590.

EIN 54-1905590

Plan number 001

Plan year 2024

ACK ID 20250417072947NAL0001285856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clancy and Walter, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clancy and Walter, PLLC'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 CLANCY AND WALTER, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

CLANCY AND WALTER, PLLC

EIN

all filings

Address

544 SETTLERS LANDING RD. · HAMPTON, VA · 23669

Phone

(757) 826-5000

Industry

Law Offices· Professional & Technical Services

Plan administrator