M.C. Walters P.A. DBA Mark Walters & Company 401(k) Plan

The M.C. Walters P.A. DBA Mark Walters & Company 401(k) on its latest Form 5500

M.C. Walters P.A. DBA Mark Walters & Company (EIN 65-0581118) reports MARK WALTERS & COMPANY 401(K) PLAN on its most recent Form 5500, with $196K in plan assets across 3 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 M.C. Walters P.A. DBA Mark Walters & Company filing — schedules, fees, and providers.

Who runs the M.C. Walters P.A. DBA Mark Walters & Company 401(k)?

M.C. Walters P.A. DBA Mark Walters & Company’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 M.C. Walters P.A. DBA Mark Walters & CompanyHR for the recordkeeper’s name and login.

How to check your M.C. Walters P.A. DBA Mark Walters & Company 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask M.C. Walters P.A. DBA Mark Walters & Company 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).