Back to filter
Original filing (PDF)20250422104515NAL0004220561001
LARRY WALKER ASSOCIATES
Form 5500-SF
FILING_RECEIVED
LARRY WALKER ASSOCIATES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
76
Accounts w/ balance
70
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LARRY WALKER ASSOCIATES.
Plan sponsor
Name
LARRY WALKER ASSOCIATES
EIN
94-2610668
Address
1480 DREW AVENUE · SUITE 100 · DAVIS, CA · 95618
Phone
(530) 753-6400
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
ASHLEY MCGRAW ARCHITECTS DPC
ASHLEY MCGRAW ARCHITECTS DPC 401K PROFIT SHARING PLAN & TRUST
$10.3M · 79 participants
NAC, INC.
NAC LOS ANGELES PROFIT SHARING PLAN
$10.3M · 58 participants
INTEGRATED ARCHITECTURE, LLC
INTEGRATED ARCHITECTURE 401(K) PLAN
$10.3M · 37 participants
ICON ARCHITECTURE, INC.
ICON ARCHITECTURE, INC. 401(K) PLAN
$10.3M · 43 participants
PJHM ARCHITECTS INC.
PJHM ARCHITECTS INC. 401K PROFIT SHARING PLAN
$10.4M · 47 participants
KELLERMEYER GODFRYT HART, P.C.
KELLERMEYER GODFRYT HART, P.C. 401(K) PLAN & TRUST
$10.4M · 26 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B