How big is Wallace, Plese + Dreher, LLP's plan?

Wallace, Plese + Dreher, LLP's plan reported $11.1M in assets and 53 participants for 2024.

Original filing (PDF)20250929133512NAL0013915424002

Wallace, Plese + Dreher, LLP

Name: Wallace, Plese + Dreher, LLP — Wallace, Plese +, Form 5500 (2024)
Creator: Wallace, Plese + Dreher, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallace, Plese + Dreher, LLP 401(k) Retirement and Profit Sharing Plan

401(k) retirement plan · Wallace, Plese + Dreher, LLP's Wallace, Plese + Dreher, LLP 401(k) Retirement and Profit Sharing Plan held $11.1M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

Plan identifiers

Wallace, Plese + Dreher, LLP's EIN is 86-0841383.

EIN 86-0841383

Plan number 001

Plan year 2024

ACK ID 20250929133512NAL0013915424002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wallace, Plese + Dreher, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wallace, Plese + Dreher, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLACE, PLESE + DREHER, LLP.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

WALLACE, PLESE + DREHER, LLP

EIN

all filings

Address

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

Phone

(480) 345-0500

Industry

CPA Offices· Professional & Technical Services

Plan administrator