How big is Addison Wallace Inc.'s plan?

Addison Wallace Inc.'s plan reported $12K in assets and 100 participants for 2024.

Original filing (PDF)20250625103710NAL0011374288001

Addison Wallace Inc.

Name: Addison Wallace Inc. — Addison Wallace Inc. 401(k), Form 5500 (2024)
Creator: Addison Wallace Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Addison Wallace Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Addison Wallace Inc.'s Addison Wallace Inc. 401(k) Profit Sharing Plan & Trust held $12K in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Chris Phommasathit signed Addison Wallace Inc.'s 2024 Form 5500 as plan administrator.

Chris Phommasathit — 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

Addison Wallace Inc.'s EIN is 87-2658970.

EIN 87-2658970

Plan number 001

Plan year 2024

ACK ID 20250625103710NAL0011374288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Addison Wallace Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Addison Wallace Inc.'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 ADDISON WALLACE INC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score