Original filing (PDF)20251208073217NAL0001765936001

WALT'S AUTO, INC.

Name: WALT'S AUTO, INC. — WALT'S AUTO INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: WALT'S AUTO, INC.

Form 5500-SF

FILING_RECEIVED

WALT'S AUTO INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$683K

Net assets (EOY)

$683K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALT'S AUTO, INC..

Plan sponsor

Name

WALT'S AUTO, INC.

EIN

31-0623226

Address

3551 SPRINGFIELD XENIA ROAD · SPRINGFIELD, OH · 45506

Phone

(937) 605-5042

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-12-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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