How big is Walsh Wealth Group's plan?

Walsh Wealth Group's plan reported $510K in assets and 2 participants for 2024.

Original filing (PDF)20250919101705NAL0003398162001

Walsh Wealth Group

Name: Walsh Wealth Group — Walsh Wealth Group 401(k), Form 5500 (2024)
Creator: Walsh Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walsh Wealth Group 401(k) Profit Sharing Plan

Defined-contribution retirement plan · Walsh Wealth Group's Walsh Wealth Group 401(k) Profit Sharing Plan held $510K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$510K

Net assets (EOY)

$510K

People on this filing

Graceanne Blackler signed Walsh Wealth Group's 2024 Form 5500 as plan administrator.

Graceanne Blackler — 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

Walsh Wealth Group's EIN is 85-2604615.

EIN 85-2604615

Plan number 001

Plan year 2024

ACK ID 20250919101705NAL0003398162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walsh Wealth Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walsh Wealth Group's plan includes profit-sharing, 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 WALSH WEALTH GROUP.

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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