How big is Walker Insurance Solutions Inc.'s plan?

Walker Insurance Solutions Inc.'s plan reported $929K in assets and 2 participants for 2024.

Original filing (PDF)20250709142012NAL0008218624001

Walker Insurance Solutions Inc.

Name: Walker Insurance Solutions Inc. — Walker Insurance, Form 5500 (2024)
Creator: Walker Insurance Solutions Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walker Insurance Solutions Inc. 401(k) Plan

401(k) retirement plan · Walker Insurance Solutions Inc.'s Walker Insurance Solutions Inc. 401(k) Plan held $929K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$929K

Net assets (EOY)

$929K

People on this filing

Brian Hicks signed Walker Insurance Solutions Inc.'s 2024 Form 5500 as plan administrator.

Brian Hicks — 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

Walker Insurance Solutions Inc.'s EIN is 99-2203909.

EIN 99-2203909

Plan number 001

Plan year 2024

ACK ID 20250709142012NAL0008218624001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walker Insurance Solutions Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walker Insurance Solutions Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALKER INSURANCE SOLUTIONS INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WALKER INSURANCE SOLUTIONS INC.

EIN

all filings

Address

3827 S CARSON ST. · CARSON CITY, NV · 89701

Phone

(949) 254-5228

Industry

Finance & Insurance

Plan administrator