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  2. William Wallace Enterprises, Inc.
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Filings through Oct 24, 2026.

William Wallace Enterprises, Inc.

EIN 65-1023153-retail-Latest filing 2025
Plans
2
Retirement
1
$13.9M assets
Health & Benefits
1
$266K premiums
Participants
765
3801 SE FEDERAL HIGHWAY - STUART, FL 34997772-283-6000LinkedIn201-500 employeesretail
Plans on this EIN
2 filings
#001401(k)-$13.9M - 492 part#507Mixed-$266K - 285 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $266K premiums / 285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$132K
  • Life$89K
  • Vision$28K
  • Dental$16K
Total $266K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WALLACE AUTOMOTIVE GROUP 401(K) PLAN

401(k)

Assets$13.9M
Participants492
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507

WILLIAM WALLACE ENTERPRISES, INC. D/B/A WALLACE LINCOLN EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$266K
Covered lives285
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WALLACE AUTOMOTIVE GROUP 401(K) PLAN401(k)$13.9M4922025
  • WALLACE AUTOMOTIVE GROUP 401(K) PLAN$13.9M
    #001 · 401(k) · 2025492

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#507WILLIAM WALLACE ENTERPRISES, INC. D/B/A WALLACE LINCOLN EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$266K2852025
  • WILLIAM WALLACE ENTERPRISES, INC. D/B/A WALLACE LINCOLN EMPLOYEE BENEFIT PLAN$266K
    #507 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025285
Retirement plans
Health & Benefits plans

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