How big is LIFF Walsh & Simmons, LLC's plan?

LIFF Walsh & Simmons, LLC's plan reported $5.2M in assets and 64 participants for 2024.

Original filing (PDF)20251009135548NAL0006676641001

LIFF Walsh & Simmons, LLC

Name: LIFF Walsh & Simmons, LLC — LIFF Walsh & Simmons, Form 5500 (2024)
Creator: LIFF Walsh & Simmons, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LIFF Walsh & Simmons 401(k) Retirement Plan

401(k) retirement plan · LIFF Walsh & Simmons, LLC's LIFF Walsh & Simmons 401(k) Retirement Plan held $5.2M in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

LIFF Walsh & Simmons, LLC's EIN is 81-4583769.

EIN 81-4583769

Plan number 001

Plan year 2024

ACK ID 20251009135548NAL0006676641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LIFF Walsh & Simmons, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LIFF Walsh & Simmons, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFF WALSH & SIMMONS, LLC.

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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