· 2022–2024 · DOL EFAST2

ROLAND D. WALLER CHARTERED DBA THE LAW OFFICE OF ROLAND D. WALLER — ROLAND D. WALLER CHARTERED DBA THE LAW OFFICE OF ROLAND D. WALLER PROFIT SHARING/401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250311165318NAL0018043569001

ROLAND D. WALLER CHARTERED DBA THE LAW OFFICE OF ROLAND D. WALLER

Form 5500-SF

FILING_RECEIVED

ROLAND D. WALLER CHARTERED DBA THE LAW OFFICE OF ROLAND D. WALLER PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

89

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROLAND D. WALLER CHARTERED DBA THE LAW OFFICE OF ROLAND D. WALLER.

Plan sponsor

Name

ROLAND D. WALLER CHARTERED DBA THE LAW OFFICE OF ROLAND D. WALLER

EIN

59-2478214

Address

5332 MAIN ST. · NEW PORT RICHEY, FL · 34652

Phone

(727) 847-2288

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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