Assets by plan
Share of aggregate retirement assets
Filings through .
The Wallace Firm, PLLC
EIN 46-0916400Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$819K assets
Health & Benefits
0
Participants
5
3550 PENNSYLVANIA AVE., SUITE B, P.O. BOX 2100 - WEIRTON, WV 26062412-913-8900wallace-firm.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $819K assets / 5 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
THE WALLACE FIRM, PLLC CASH BALANCE PENSION PLAN
Cash balance
Assets$683K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE WALLACE FIRM, PLLC 401(K) PLAN
401(k)
Assets$137K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE WALLACE FIRM, PLLC CASH BALANCE PENSION PLAN | Cash balance | $683K | 2 | 2025 |
| #001 | THE WALLACE FIRM, PLLC 401(K) PLAN | 401(k) | $137K | 3 | 2025 |
- #002 · Cash balance · 20252
- #001 · 401(k) · 20253
Retirement plans