How big is Walker-Poole Insurance's plan?

Walker-Poole Insurance's plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20251013125954NAL0001349665001

Walker-Poole Insurance

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

Form 5500-SF

FILING_RECEIVED

Walker Poole Insurance Inc. 401(k) RATE Group Profit Sharing Plan

401(k) retirement plan · Walker-Poole Insurance's Walker Poole Insurance Inc. 401(k) RATE Group Profit Sharing Plan held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Walker-Poole Insurance's EIN is 93-2072924.

EIN 93-2072924

Plan number 001

Plan year 2024

ACK ID 20251013125954NAL0001349665001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Walker-Poole Insurance'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 WALKER-POOLE INSURANCE.

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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