Sponsor portfolio
DAVID L. WALLACE AND ASSOCIATES, P.A.
EIN 59-3315453constructionLatest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
34
1659 ACHIEVA WAY STE 140 - DUNEDIN, FL 34698727-736-6000dlwarchitects.comLinkedIn11-50 employeesconstruction
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING | 401k | $2.0M | 34 | 2025 |
Retirement plans