How big is Walling Brothers LLC's plan?

Walling Brothers LLC's plan reported $1.7M in assets and 66 participants for 2024.

Original filing (PDF)20251010105244NAL0007546369001

Walling Brothers LLC

Name: Walling Brothers LLC — WB 401(k) Plan, Form 5500 (2024)
Creator: Walling Brothers LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WB 401(k) Plan

401(k) retirement plan · Walling Brothers LLC's WB 401(k) Plan held $1.7M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Roland Wood signed Walling Brothers LLC's 2024 Form 5500 as plan administrator.

Roland Wood — 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

Walling Brothers LLC's EIN is 84-1679915.

EIN 84-1679915

Plan number 001

Plan year 2024

ACK ID 20251010105244NAL0007546369001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walling Brothers LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walling Brothers LLC'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 WALLING BROTHERS LLC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WALLING BROTHERS LLC

EIN

all filings

Address

9590 E IRONWOOD SQUARE DR #101 · SCOTTSDALE, AZ · 85258

Phone

(520) 322-0120

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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