· 2022–2024 · DOL EFAST2

REX Wallace Consulting LLC — REX Wallace Consulting, Form 5500 (2025)

Original filing (PDF)20260717093330NAL0008106882001

REX Wallace Consulting LLC

Form 5500-SF

FILING_RECEIVED

REX Wallace Consulting LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · REX Wallace Consulting LLC's REX Wallace Consulting LLC 401(k) Profit Sharing Plan & Trust held $772K in plan assets for 13 participants in 2025.

Active participants

13

Accounts w/ balance

15

Plan assets (EOY)

$772K

Net assets (EOY)

$772K

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

82

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 REX WALLACE CONSULTING LLC.

Plan sponsor

Name

REX WALLACE CONSULTING LLC

EIN

81-4527871all filings

Address

3431 RAYFORD RD # 401 · SPRING, TX · 773864943

Phone

(830) 388-9840

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Cauris Inc. 401(k) Plan

$773K · 4 participants

Harry W. BASS Jr. Foundation

Harry W. BASS Jr. Foundation 401(k) Plan

$770K · 3 participants

Accountability Services PLLC

Accountability Services 401(k) Plan

$774K · 20 participants

Strivant Operating, LLC

Strivant Health 401(k) Plan

$775K · 52 participants

Keller Accounting and Tax Services, LLC

Keller Accounting and Tax Services, LLC 401(k) Profit Sharing Plan

$770K · 6 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.