· 2022–2024 · DOL EFAST2

Walker Agency LLC — Walker Agency 401(k) Plan, Form 5500 (2023)

Original filing (PDF)20240703093247NAL0013352114025

Walker Agency LLC

Form 5500-SF

FILING_RECEIVED

Walker Agency 401(k) Plan

401(k) retirement plan · Walker Agency LLC's Walker Agency 401(k) Plan held $26K in plan assets for 1 participants in 2023.

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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

70

Vendor & structure

100

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 WALKER AGENCY LLC.

Plan sponsor

Name

WALKER AGENCY LLC

EIN

81-2645706all filings

Address

4201 MAIN, STE 200-127 · HOUSTON, TX · 77002

Phone

(713) 360-0788

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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