JACK WALTERS & SONS CORP. 401(k) Plan
What public Form 5500 filings show about the JACK WALTERS & SONS CORP. 401(k) plan — and how to find and check your own account.
The JACK WALTERS & SONS CORP. 401(k) on its latest Form 5500
JACK WALTERS & SONS CORP. (EIN 39-1093704) reports JACK WALTERS & SONS CORP. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $9.7M in plan assets across 140 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full JACK WALTERS & SONS CORP. filing — schedules, fees, and providers.
Who runs the JACK WALTERS & SONS CORP. 401(k)?
JACK WALTERS & SONS CORP.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask JACK WALTERS & SONS CORP.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASSOCIATED TRUST N A.
How to check your JACK WALTERS & SONS CORP. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JACK WALTERS & SONS CORP. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).