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  2. Walnut Capital Management, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Walnut Capital Management, Inc.

EIN 25-1805315-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
1
$4.3M assets
Welfare
2
$59K premiums
Participants
239
5500 WALNUT STREET #300, 3RD FLOOR - PITTSBURGH, PA 15232412-683-3810
Plans on this EIN
3 filings
#002403(b)-$4.3M - 132 part#502Fully insured-$59K - 107 lives#501Self-funded-0 lives

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Retirement#002

WALNUT CAPITAL MANAGEMENT, INC. 401(K) PLAN

403(b)

Assets$4.3M
Participants132
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502

WALNUT CAPITAL MANAGEMENT INC. GROUP INSURANCE PLAN

Fully insured - SUNLIFE ASSURANCE COMPANY OF CANADA

Premiums$59K
Covered lives107
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Premium breakdownCarriersBrokersCoverage stats
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Welfare#501

WALNUT CAPITAL MANAGEMENT INC. GROUP MEDICAL PLAN

Self-funded

Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WALNUT CAPITAL MANAGEMENT, INC. 401(K) PLAN403(b)$4.3M1322025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WALNUT CAPITAL MANAGEMENT INC. GROUP INSURANCE PLANFully insuredSUNLIFE ASSURANCE COMPANY OF CANADA$59K1072024
501WALNUT CAPITAL MANAGEMENT INC. GROUP MEDICAL PLANSelf-funded-$002025
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