Original filing (PDF)20250929133512NAL0013915424002

WALLACE, PLESE + DREHER, LLP

Name: WALLACE, PLESE + DREHER, LLP — WALLACE, PLESE + DREHER, LLP 401(K) RETIREMENT AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WALLACE, PLESE + DREHER, LLP

Form 5500-SF

FILING_RECEIVED

WALLACE, PLESE + DREHER, LLP 401(K) RETIREMENT AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

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 WALLACE, PLESE + DREHER, LLP.

Plan sponsor

Name

WALLACE, PLESE + DREHER, LLP

EIN

86-0841383

Address

500 N. JUNIPER DRIVE - SUITE 275 · CHANDLER, AZ · 85226

Phone

(480) 345-0500

Industry

CPA 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

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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