How big is The Walston Group, Inc.'s plan?

The Walston Group, Inc.'s plan reported $480K in assets and 24 participants for 2024.

Original filing (PDF)20250514125331NAL0018816625001

The Walston Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Walston Group, Inc. 401(k) P/S Plan

401(k) retirement plan · The Walston Group, Inc.'s The Walston Group, Inc. 401(k) P/S Plan held $480K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

People on this filing

Laura Walston signed The Walston Group, Inc.'s 2024 Form 5500 as plan administrator.

Laura Walston — 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

The Walston Group, Inc.'s EIN is 57-0935573.

EIN 57-0935573

Plan number 001

Plan year 2024

ACK ID 20250514125331NAL0018816625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Walston Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WALSTON GROUP, INC..

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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