What public Form 5500 filings show about the Walton Funeral Service, Inc. 401(k) plan — and how to find and check your own account.
Walton Funeral Service, Inc. (EIN 20-0489355) reports WALTON FUNERAL SERVICE, INC., INTEGRATED 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.7M in plan assets across 14 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 Walton Funeral Service, Inc. filing — schedules, fees, and providers.
Walton Funeral Service, Inc.’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 Walton Funeral Service, Inc.HR for the recordkeeper’s name and login.
