· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WALSH & SHEPPARD, INC. — WALSH SHEPPARD 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250324143006NAL0025914402001
WALSH & SHEPPARD, INC.
Form 5500-SF
FILING_RECEIVED
WALSH SHEPPARD 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
15
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WALSH & SHEPPARD, INC.
.
Find decision makers
Plan sponsor
Name
WALSH & SHEPPARD, INC.
EIN
92-0130429
Address
111 W. 9TH AVE. · ANCHORAGE, AK · 99501
Phone
(907) 338-3857
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
MEDIATAVERN, LLC
MEDIATAVERN 401(K)/PROFIT SHARING PLAN
$1.4M · 3 participants
SHARED VISION, LLC
SHARED VISION LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 6 participants
BRAINRIDER USA INC
BRAINRIDER USA 401(K) PLAN
$1.4M · 22 participants
MACKENZIE COMMUNICATIONS, INC.
MACKENZIE COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 6 participants
AIR SUPPLY COMMUNICATIONS, INC.
AIR SUPPLY COMMUNICATIONS, INC. PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 4 participants
EGAMI GROUP, INC.
EGAMI CONSULTING GROUP SAFE HARBOR 401(K) PLAN
$1.4M · 21 participants
Large plans in Alaska
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND
ALASKA ELECTRICAL PENSION PLAN
$2.1B · 3,855 participants
ARCTIC SLOPE REGIONAL CORPORATION
ARCTIC SLOPE REGIONAL CORPORATION AND SUBSIDIARIES EMPLOYEES RETIREMENT PLAN
$1.5B · 15,212 participants
GAINWELL ACQUISITION CORP.
GAINWELL TECHNOLOGIES 401(K) PLAN
$691.3M · 11,437 participants
COOK INLET REGION, INC.
COOK INLET REGION 401(K) RETIREMENT PLAN
$589.4M · 5,327 participants
ALASKA TEAMSTER EMPLOYER PENSION TRUST
ALASKA TEAMSTER-EMPLOYER PENSION TRUST
$516.0M · 3,901 participants
BRISTOL BAY NATIVE CORPORATION
BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN
$479.8M · 5,397 participants
