What public Form 5500 filings show about the Walton Law Group, PC 401(k) plan — and how to find and check your own account.
Walton Law Group, PC (EIN 04-3753739) reports JOHN R. WALTON, APC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $548K 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 Walton Law Group, PC filing — schedules, fees, and providers.
Walton Law Group, PC’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 Law Group, PCHR for the recordkeeper’s name and login.
