How big is Walled Lake Planning & Wealth Management LLC's plan?

Walled Lake Planning & Wealth Management LLC's plan reported $1.9M in assets and 8 participants for 2025.

Original filing (PDF)20260518124538NAL0000161008001

Walled Lake Planning & Wealth Management LLC

Name: Walled Lake Planning & Wealth Management LLC — Form 5500 Plan 001 (2025)
Creator: Walled Lake Planning & Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walled Lake Planning & Wealth Management LLC 401(k) Plan

401(k) retirement plan · Walled Lake Planning & Wealth Management LLC's Walled Lake Planning & Wealth Management LLC 401(k) Plan held $1.9M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Howard Klieger signed Walled Lake Planning & Wealth Management LLC's 2025 Form 5500 as plan administrator.

Howard Klieger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Walled Lake Planning & Wealth Management LLC's EIN is 83-2404110.

EIN 83-2404110

Plan number 001

Plan year 2025

ACK ID 20260518124538NAL0000161008001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Walled Lake Planning & Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Walled Lake Planning & Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLED LAKE PLANNING & WEALTH MANAGEMENT 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