Original filing (PDF)20251208134602NAL0002013169001

WALZ, INC.

Name: WALZ, INC. — WALZ, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WALZ, INC.

Form 5500-SF

FILING_RECEIVED

WALZ, INC. PROFIT SHARING PLAN

Small employee benefit plan (5500-SF)

Signals · 1

Late filing · 26.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALZ, INC..

Plan sponsor

Name

WALZ, INC.

EIN

94-2890505

Address

540 ALCATRAZ AVENUE · SUITE D · OAKLAND, CA · 94609

Phone

(510) 595-4014

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-11-01

Tax period

2022-10-31

Filed

2025-12-08

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 providers

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