How big is Beecher Walker Associates' plan?

Beecher Walker Associates' plan reported $491K in assets and 28 participants for 2024.

Original filing (PDF)20250605173505NAL0033731858001

Beecher Walker Associates

Name: Beecher Walker Associates — BWA 401(k) Plan, Form 5500 (2024)
Creator: Beecher Walker Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BWA 401(k) Plan

401(k) retirement plan · Beecher Walker Associates' BWA 401(k) Plan held $491K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$491K

Net assets (EOY)

$491K

People on this filing

JILL Howells signed Beecher Walker Associates' 2024 Form 5500 as plan administrator.

JILL Howells — 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

Beecher Walker Associates' EIN is 87-0640460.

EIN 87-0640460

Plan number 001

Plan year 2024

ACK ID 20250605173505NAL0033731858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beecher Walker Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beecher Walker Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEECHER WALKER ASSOCIATES.

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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

Knocking points off