How big is Robert Wallick Associates, Inc.'s plan?

Robert Wallick Associates, Inc.'s plan reported $908K in assets and 3 participants for 2025.

Original filing (PDF)20260507105905NAL0004836466001

Robert Wallick Associates, Inc.

Name: Robert Wallick Associates, Inc. — Robert Wallick, Form 5500 (2025)
Creator: Robert Wallick Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Wallick Associates, Inc. 401(k) PS Plan

401(k) retirement plan · Robert Wallick Associates, Inc.'s Robert Wallick Associates, Inc. 401(k) PS Plan held $908K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$908K

Net assets (EOY)

$908K

People on this filing

Kerry Herzig signed Robert Wallick Associates, Inc.'s 2025 Form 5500 as plan administrator.

Kerry Herzig — 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

Robert Wallick Associates, Inc.'s EIN is 59-1694413.

EIN 59-1694413

Plan number 002

Plan year 2025

ACK ID 20260507105905NAL0004836466001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Robert Wallick Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Robert Wallick Associates, 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 ROBERT WALLICK ASSOCIATES, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ROBERT WALLICK ASSOCIATES, INC.

EIN

all filings

Address

1257 CLIMBING ROSE DRIVE · ORLANDO, FL · 32818

Phone

(407) 497-7400

Industry

Admin Support & Waste Mgmt

Plan administrator