· 2022–2024 · DOL EFAST2

WALLER CREEK WEALTH MANAGEMENT — WALLER CREEK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250530145224NAL0005309811001

WALLER CREEK WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

WALLER CREEK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

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

62

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALLER CREEK WEALTH MANAGEMENT.

Plan sponsor

Name

WALLER CREEK WEALTH MANAGEMENT

EIN

99-0809123all filings

Address

4903 LYONS RD · AUSTIN, TX · 787024137

Phone

(512) 763-6972

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FINANCIAL STAGES, LLC D/B/A PLAN & ACT

PLAN & ACT 401(K) PLAN

$23K · 3 participants

AVANT GUARD ACCOUNTING AND FINAN

AVANT GUARD ACCOUNTING AND FINANCIAL SERVICES LLC

$23K · 2 participants

FYOOZ FINANCIAL PLANNING

FYOOZ FINANCIAL PLANNING 401(K) PLAN

$23K · 3 participants

WEALTH MODE FINANCIAL PLANNING, LLC

WEALTH MODE FINANCIAL PLANNING, LLC 401(K) PLAN

$23K · 2 participants

CRESCENDO FINANCIAL GROUP

CRESCENDO FINANCIAL GROUP 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.