How big is Walsh & Sheppard, Inc.'s plan?

Walsh & Sheppard, Inc.'s plan reported $1.4M in assets and 9 participants for 2024.

Original filing (PDF)20250324143006NAL0025914402001

Walsh & Sheppard, Inc.

Name: Walsh & Sheppard, Inc. — Walsh Sheppard 401(k) Plan, Form 5500 (2024)
Creator: Walsh & Sheppard, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walsh Sheppard 401(k) Plan

401(k) retirement plan · Walsh & Sheppard, Inc.'s Walsh Sheppard 401(k) Plan held $1.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

John Sheppard signed Walsh & Sheppard, Inc.'s 2024 Form 5500 as plan administrator.

John Sheppard — 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

Walsh & Sheppard, Inc.'s EIN is 92-0130429.

EIN 92-0130429

Plan number 001

Plan year 2024

ACK ID 20250324143006NAL0025914402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walsh & Sheppard, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walsh & Sheppard, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

WALSH & SHEPPARD, INC.

EIN

all filings

Address

111 W. 9TH AVE. · ANCHORAGE, AK · 99501

Phone

(907) 338-3857

Industry

Professional & Technical Services

Plan administrator