What public Form 5500 filings show about the Walton Options for Independent 401(k) plan — and how to find and check your own account.
Walton Options for Independent (EIN 58-2132383) reports 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WALTON OPTIONS FOR INDEPENDENT LIVING, INC. on its most recent Form 5500, with $733K in plan assets across 13 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 Options for Independent filing — schedules, fees, and providers.
Walton Options for Independent’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 Options for IndependentHR for the recordkeeper’s name and login.
