How big is Wallace Global Fund II's plan?

Wallace Global Fund II's plan reported $3.9M in assets and 8 participants for 2024.

Original filing (PDF)20250709112028NAL0005604241001

Wallace Global Fund II

Name: Wallace Global Fund II — Wallace Global Fund II, Form 5500 (2024)
Creator: Wallace Global Fund II
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallace Global Fund II 401(k) Plan

401(k) retirement plan · Wallace Global Fund II's Wallace Global Fund II 401(k) Plan held $3.9M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Wallace Global Fund II's EIN is 80-0424607.

EIN 80-0424607

Plan number 003

Plan year 2024

ACK ID 20250709112028NAL0005604241001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLACE GLOBAL FUND II.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WALLACE GLOBAL FUND II

EIN

all filings

Address

2000 S. STREET, NW - 4TH FLOOR · WASHINGTON, DC · 20009

Phone

(202) 227-4159

Industry

Other Services (ex. Public Admin)

Plan administrator