What public Form 5500 filings show about the Walters Management Company, Inc. 401(k) plan — and how to find and check your own account.
Walters Management Company, Inc. (EIN 22-2544115) reports WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN on its most recent Form 5500, with $12.4M in plan assets across 111 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 Walters Management Company, Inc. 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 Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Walters Management Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RTD FINANCIAL ADVISORS, EMPOWER ANNUITY INS CO OF AMERICA.
