How big is Walter Vorfeld & Associates' plan?

Walter Vorfeld & Associates' plan reported $3.6M in assets and 3 participants for 2024.

Original filing (PDF)20250725154509NAL0007644240001

Walter Vorfeld & Associates

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

Form 5500-SF

FILING_RECEIVED

Walter Vorfeld & Associates Profit Sharing Plan

Defined-contribution retirement plan · Walter Vorfeld & Associates' Walter Vorfeld & Associates Profit Sharing Plan held $3.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Ellen Loucks signed Walter Vorfeld & Associates' 2024 Form 5500 as plan administrator.

Ellen Loucks — 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

Walter Vorfeld & Associates' EIN is 99-0283706.

EIN 99-0283706

Plan number 001

Plan year 2024

ACK ID 20250725154509NAL0007644240001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Walter Vorfeld & Associates' plan includes profit-sharing.

Decision-maker contacts

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

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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