Original filing (PDF)20250630075118NAL0028280578001

THE LAW OFFICES OF COURTNEY WALTERS, ESQ

Name: THE LAW OFFICES OF COURTNEY WALTERS, ESQ — 401K FOR THE LAW OFFICES OF COURTNEY WALTERS, Form 5500 (2024)
Creator: THE LAW OFFICES OF COURTNEY WALTERS, ESQ

Form 5500-SF

FILING_RECEIVED

401K FOR THE LAW OFFICES OF COURTNEY WALTERS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LAW OFFICES OF COURTNEY WALTERS, ESQ.

Plan sponsor

Name

THE LAW OFFICES OF COURTNEY WALTERS, ESQ

EIN

47-5524121all filings

Address

302 3RD STREET SUITE 2 · NEPTUNE BEACH, FL · 32266

Phone

(904) 429-4748

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator