How big is Jack Wallace's plan?

Jack Wallace's plan reported $780K in assets and 4 participants for 2024.

Original filing (PDF)20250918143100NAL0001524401001

Jack Wallace

Name: Jack Wallace — Jack Wallace 401(k) Plan, Form 5500 (2024)
Creator: Jack Wallace
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jack Wallace 401(k) Plan

401(k) retirement plan · Jack Wallace's Jack Wallace 401(k) Plan held $780K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$780K

Net assets (EOY)

$780K

People on this filing

Jack Wallace signed Jack Wallace's 2024 Form 5500 as plan administrator.

Jack Wallace — 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

Jack Wallace's EIN is 76-0041392.

EIN 76-0041392

Plan number 001

Plan year 2024

ACK ID 20250918143100NAL0001524401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jack Wallace from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jack Wallace's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 (96th percentile).

Plan sponsor

Name

JACK WALLACE

EIN

all filings

Address

3405 MERCER STREET · HOUSTON, TX · 77027

Phone

(713) 626-7500

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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