How big is Matthew R. Walton, DDS, LLC's plan?

Matthew R. Walton, DDS, LLC's plan reported $947K in assets and 12 participants for 2024.

Original filing (PDF)20250715154941NAL0002398785001

Matthew R. Walton, DDS, LLC

Name: Matthew R. Walton, DDS, LLC — Matthew Walton, D.D.S., Form 5500 (2024)
Creator: Matthew R. Walton, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matthew Walton, D.D.S. 401(k) Plan

401(k) retirement plan · Matthew R. Walton, DDS, LLC's Matthew Walton, D.D.S. 401(k) Plan held $947K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$947K

Net assets (EOY)

$947K

Plan identifiers

Matthew R. Walton, DDS, LLC's EIN is 26-3537473.

EIN 26-3537473

Plan number 001

Plan year 2024

ACK ID 20250715154941NAL0002398785001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Matthew R. Walton, DDS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTHEW R. WALTON, DDS, LLC.

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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