Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WALL & ASSOCIATES, INC.
EIN 54-1885372Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
156
8390 W MAIN STREET SUITE 9 - MARSHALL, VA 20115703-266-3500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 156 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#001
WALL & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$2.3M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WALL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$1.7M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALL & ASSOCIATES, INC. 401(K) PLAN | 401k | $2.3M | 108 | 2025 | |
| 002 | WALL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | CashBalance | $1.7M | 48 | 2025 |
Retirement plans
Welfare plans