How big is Tracy Walker Insurance Agency Inc.'s plan?

Tracy Walker Insurance Agency Inc.'s plan reported $1.0M in assets and 8 participants for 2024.

Original filing (PDF)20250810150122NAL0006176001001

Tracy Walker Insurance Agency Inc.

Name: Tracy Walker Insurance Agency Inc. — Tracy ANN, Form 5500 (2024)
Creator: Tracy Walker Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tracy ANN Walker 401(k) Plan

401(k) retirement plan · Tracy Walker Insurance Agency Inc.'s Tracy ANN Walker 401(k) Plan held $1.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Tracy Walker signed Tracy Walker Insurance Agency Inc.'s 2024 Form 5500 as plan administrator.

Tracy Walker — 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

Tracy Walker Insurance Agency Inc.'s EIN is 92-1574158.

EIN 92-1574158

Plan number 001

Plan year 2024

ACK ID 20250810150122NAL0006176001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tracy Walker Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tracy Walker Insurance Agency Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off