What public Form 5500 filings show about the James A. Walters Management Co., Inc. DBA Walters Management Company 401(k) plan — and how to find and check your own account.
James A. Walters Management Co., Inc. DBA Walters Management Company (EIN 58-1476223) reports JAMES A. WALTERS MANAGEMENT CO. INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $2.8M in plan assets across 136 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 James A. Walters Management Co., Inc. DBA Walters Management Company filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your James A. Walters Management Co., Inc. DBA Walters Management Company 401(k).