How big is Walton Law Group, PC's plan?

Walton Law Group, PC's plan reported $548K in assets and 3 participants for 2025.

Original filing (PDF)20260521105539NAL0002103217001

Walton Law Group, PC

Name: Walton Law Group, PC — John R. Walton, APC 401(k), Form 5500 (2025)
Creator: Walton Law Group, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John R. Walton, APC 401(k) Profit Sharing Plan

401(k) retirement plan · Walton Law Group, PC's John R. Walton, APC 401(k) Profit Sharing Plan held $548K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

Plan identifiers

Walton Law Group, PC's EIN is 04-3753739.

EIN 04-3753739

Plan number 002

Plan year 2025

ACK ID 20260521105539NAL0002103217001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Walton Law Group, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Walton Law Group, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTON LAW GROUP, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WALTON LAW GROUP, PC

EIN

all filings

Address

225 E. SANTA CLARA ST. · SUITE 230 · ARCADIA, CA · 91006

Phone

(626) 578-6000

Industry

Law Offices· Professional & Technical Services

Plan administrator