· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILLIAM E. WALTER, INC. — WILLIAM E. WALTER, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250129132705NAL0009263843001
WILLIAM E. WALTER, INC.
Form 5500-SF
FILING_RECEIVED
WILLIAM E. WALTER, INC. 401(K) PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
24
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM E. WALTER, INC.
.
Find decision makers
Plan sponsor
Name
WILLIAM E. WALTER, INC.
EIN
38-1227478
Address
1917 HOWARD AVE · FLINT, MI · 48503
Phone
(810) 232-7459
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-01-29
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
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
GOOD PLUMBING, HEATING & A/C, INC.
GOOD PLUMBING, HEATING & A/C 401(K) PLAN
$6.9M · 58 participants
PARKVIEW PLUMBING & HEATING INC
PARKVIEW PLUMBING & HEATING INC 401(K) PLAN
$6.9M · 13 participants
SLAVIK AND COMPANY, INC.
SLAVIK & CO. INC. PWR RETIREMENT PLAN
$6.9M · 38 participants
C&L PLUMBING REPLACEMENT PARTS, INC.
C&L PLUMBING REPLACEMENT PARTS, INC. PROFIT SHARING PLAN
$6.9M · 19 participants
MODERN CONTROLS INC.
MODERN CONTROLS 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.9M · 46 participants
HOFMEYER PLUMBING COMPANY
HOFMEYER PLUMBING COMPANY 401K PLAN
$6.9M · 26 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
