How big is Wallace Advisory Group Inc.'s plan?

Wallace Advisory Group Inc.'s plan reported $610K in assets and 9 participants for 2025.

Original filing (PDF)20260507220440NAL0003520017040

Wallace Advisory Group Inc.

Name: Wallace Advisory Group Inc. — Checkright 401(k) Plan, Form 5500 (2025)
Creator: Wallace Advisory Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Checkright 401(k) Plan

401(k) retirement plan · Wallace Advisory Group Inc.'s Checkright 401(k) Plan held $610K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$610K

Net assets (EOY)

$610K

Plan identifiers

Wallace Advisory Group Inc.'s EIN is 56-2415075.

EIN 56-2415075

Plan number 001

Plan year 2025

ACK ID 20260507220440NAL0003520017040

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wallace Advisory Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wallace Advisory Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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