Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WALSH & ASSOCIATES, INC.
EIN 43-0907728chemicalsLatest filing 2025
Plans
2
Retirement
2
$34.8M assets
Welfare
0
Participants
97
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $34.8M assets / 97 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WALSH & ASSOCIATES, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN
401k
Assets$22.9M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WALSH & ASSOCIATES, INC. EMPLOYEES PENSION PLAN
MoneyPurchase
Assets$12.0M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WALSH & ASSOCIATES, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN | 401k | $22.9M | 50 | 2025 | |
| 003 | WALSH & ASSOCIATES, INC. EMPLOYEES PENSION PLAN | MoneyPurchase | $12.0M | 47 | 2025 |
Retirement plans
Welfare plans