How big is Jay K. Wallick, CFP's plan?

Jay K. Wallick, CFP's plan reported $15.9M in assets and 3 participants for 2024.

Original filing (PDF)20250307131958NAL0011843617001

Jay K. Wallick, CFP

Name: Jay K. Wallick, CFP — Jay K. Wallick, CFP 401(k), Form 5500 (2024)
Creator: Jay K. Wallick, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay K. Wallick, CFP 401(k) Profit Sharing Plan

401(k) retirement plan · Jay K. Wallick, CFP's Jay K. Wallick, CFP 401(k) Profit Sharing Plan held $15.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

Plan identifiers

Jay K. Wallick, CFP's EIN is 84-1696663.

EIN 84-1696663

Plan number 001

Plan year 2024

ACK ID 20250307131958NAL0011843617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jay K. Wallick, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jay K. Wallick, CFP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), 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 JAY K. WALLICK, CFP.

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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

Knocking points off