How big is Walrus & Associates, Ltd.'s plan?

Walrus & Associates, Ltd.'s plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250601003336NAL0024928930001

Walrus & Associates, Ltd.

Name: Walrus & Associates, Ltd. — Walrus & Associates, Form 5500 (2024)
Creator: Walrus & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walrus & Associates, Ltd. Profit Sharing Plan

Defined-contribution retirement plan · Walrus & Associates, Ltd.'s Walrus & Associates, Ltd. Profit Sharing Plan held $1.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Walrus & Associates, Ltd.'s EIN is 95-2827339.

EIN 95-2827339

Plan number 002

Plan year 2024

ACK ID 20250601003336NAL0024928930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walrus & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walrus & Associates, Ltd.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALRUS & ASSOCIATES, LTD..

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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