Original filing (PDF)20250418220814NAL0000080432097

WALKER GLANTZ PLLC

Name: WALKER GLANTZ PLLC — WALKER GLANTZ 401(K) PLAN, Form 5500 (2024)
Creator: WALKER GLANTZ PLLC

Form 5500-SF

FILING_RECEIVED

WALKER GLANTZ 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

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.

Decision-maker contacts

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

Plan sponsor

Name

WALKER GLANTZ PLLC

EIN

87-4233765all filings

Address

500 W 2ND ST · STE 1900 · AUSTIN, TX · 78701

Phone

(512) 981-5407

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-18

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WLZ RESTAURANT GROUP LLC

WLZ RESTAURANT GROUP LLC 401(K) & PROFIT SHARING PLAN

$335K · 41 participants

GARCIA & CARLSON CPA PA

GARCIA & CARLSON CPA PA 401(K) PLAN

$335K · 9 participants

JOSEPH M. SUNDHEIM CPA, LLC

JOSEPH M. SUNDHEIM CPA, LLC 401(K) PLAN

$335K · 3 participants

B&L CERTIFIED PUBLIC ACCOUNTANTS, PC

B&L CERTIFIED PUBLIC ACCOUNTANTS, PC RETIREMENT PLAN

$335K · 3 participants

A CAREY JOHNSON CPA PC

A CAREY JOHNSON CPA PC 401K PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.