Original filing (PDF)20231011100852NAL0039139792001

TRACY ANN WALKER

Name: TRACY ANN WALKER — TRACY ANN WALKER 401(K) PLAN, Form 5500 (2022)
Creator: TRACY ANN WALKER

Form 5500-SF

FILING_RECEIVED

TRACY ANN WALKER 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRACY ANN WALKER.

Plan sponsor

Name

TRACY ANN WALKER

EIN

76-0613035

Address

15510 LEXINGTON BLVD., STE. P · SUGAR LAND, TX · 774784173

Phone

(281) 265-0711

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

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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