Original filing (PDF)20251006223841NAL0004218449001

WALKER & ASSOCIATES, P.C.

Name: WALKER & ASSOCIATES, P.C. — WALKER & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WALKER & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

WALKER & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALKER & ASSOCIATES, P.C..

Plan sponsor

Name

WALKER & ASSOCIATES, P.C.

EIN

85-0453815

Address

P.O. BOX 90366 · ALBUQUERQUE, NM · 87199

Phone

(505) 453-1973

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KEATING LAW GROUP PC

KEATING LAW GROUP PC 401(K) RETIREMENT PLAN

$3.8M · 10 participants

HARVEY L WALNER & ASSOCIATES

WALNER LAW 401(K) PROFIT SHARING PLAN & TRUST

$3.8M · 31 participants

SADIS & GOLDBERG LLP

SAGE PARTNERS CASH BALANCE PLAN

$3.8M · 17 participants

CHRISTIE FARRELL LEE & BELL, P.C.

CHRISTIE FARRELL LEE & BELL 401(K) PROFIT SHARING PLAN

$3.8M · 20 participants

WOLKON LAW LLC

WOLKON LAW LLC 401(K) PROFIT SHARING PLAN