How big is Walton Isaacson LLC's plan?

Walton Isaacson LLC's plan reported $7.9M in assets and 102 participants for 2024.

Original filing (PDF)20251014152229NAL0001607715002

Walton Isaacson LLC

Name: Walton Isaacson LLC — Walton Isaacson 401(k) Plan, Form 5500 (2024)
Creator: Walton Isaacson LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walton Isaacson 401(k) Plan

401(k) retirement plan · Walton Isaacson LLC's Walton Isaacson 401(k) Plan held $7.9M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

103

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

Joseph Ortiz signed Walton Isaacson LLC's 2024 Form 5500 as plan administrator.

Joseph Ortiz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Walton Isaacson LLC's EIN is 20-3735704.

EIN 20-3735704

Plan number 001

Plan year 2024

ACK ID 20251014152229NAL0001607715002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walton Isaacson LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walton Isaacson LLC'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 ISAACSON LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off