Original filing (PDF)20250626143103NAL0021056146001

DAVID L. WALLACE AND ASSOCIATES, P.A.

Name: DAVID L. WALLACE AND ASSOCIATES, P.A. — DAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING, Form 5500 (2024)
Creator: DAVID L. WALLACE AND ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

DAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID L. WALLACE AND ASSOCIATES, P.A..

Plan sponsor

Name

DAVID L. WALLACE AND ASSOCIATES, P.A.

EIN

59-3315453

Address

542 DOUGLAS AVENUE · DUNEDIN, FL · 34698

Phone

(727) 736-6000

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator