Original filing (PDF)20250515191800NAL0013633555001

ROBERT WALLICK ASSOCIATES, INC.

Name: ROBERT WALLICK ASSOCIATES, INC. — ROBERT WALLICK ASSOCIATES, INC. 401K PS PLAN, Form 5500 (2024)
Creator: ROBERT WALLICK ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ROBERT WALLICK ASSOCIATES, INC. 401K PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$827K

Net assets (EOY)

$827K

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 (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ROBERT WALLICK ASSOCIATES, INC.

EIN

59-1694413

Address

1257 CLIMBING ROSE DRIVE · ORLANDO, FL · 32818

Phone

(407) 497-7400

Industry