How big is Perry, Shelton, Walker & Associates, PLLC's plan?

Perry, Shelton, Walker & Associates, PLLC's plan reported $3.5M in assets and 5 participants for 2024.

Original filing (PDF)20250707133519NAL0001637171001

Perry, Shelton, Walker & Associates, PLLC

Name: Perry, Shelton, Walker & Associates, PLLC — Form 5500 Plan 001 (2024)
Creator: Perry, Shelton, Walker & Associates, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perry, Shelton, Walker & Associates, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Perry, Shelton, Walker & Associates, PLLC's Perry, Shelton, Walker & Associates, PLLC 401(k) Profit Sharing Plan held $3.5M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Perry, Shelton, Walker & Associates, PLLC's EIN is 91-1382642.

EIN 91-1382642

Plan number 001

Plan year 2024

ACK ID 20250707133519NAL0001637171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perry, Shelton, Walker & Associates, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perry, Shelton, Walker & Associates, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score