How big is Walsh Wealth Group's plan?

Walsh Wealth Group's plan reported $327K in assets and 2 participants for 2024.

Original filing (PDF)20251014101534NAL0005422850001

Walsh Wealth Group

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

Form 5500-SF

FILING_RECEIVED

Walsh Wealth Group Cash Balance Plan

Defined-benefit pension plan · Walsh Wealth Group's Walsh Wealth Group Cash Balance Plan held $327K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

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 002

Plan year 2024

ACK ID 20251014101534NAL0005422850001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score