How big is Walter, Wolfe, Leach & NII, LLP's plan?

Walter, Wolfe, Leach & NII, LLP's plan reported $4.8M in assets and 23 participants for 2024.

Original filing (PDF)20250918173627NAL0001547041001

Walter, Wolfe, Leach & NII, LLP

Name: Walter, Wolfe, Leach & NII, LLP — Walter, Wolfe, Form 5500 (2024)
Creator: Walter, Wolfe, Leach & NII, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walter, Wolfe, Leach & NII, LLP 401(k) Retirement Plan

401(k) retirement plan · Walter, Wolfe, Leach & NII, LLP's Walter, Wolfe, Leach & NII, LLP 401(k) Retirement Plan held $4.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Walter, Wolfe, Leach & NII, LLP's EIN is 77-0256914.

EIN 77-0256914

Plan number 001

Plan year 2024

ACK ID 20250918173627NAL0001547041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walter, Wolfe, Leach & NII, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walter, Wolfe, Leach & NII, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTER, WOLFE, LEACH & NII, LLP.

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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