How big is Walters Insurance Agency, Inc.'s plan?

Walters Insurance Agency, Inc.'s plan reported $708K in assets and 6 participants for 2024.

Original filing (PDF)20250701050200NAL0006563571001

Walters Insurance Agency, Inc.

Name: Walters Insurance Agency, Inc. — Walters Insurance, Form 5500 (2024)
Creator: Walters Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walters Insurance Agency, Inc. 401(k) Plan

401(k) retirement plan · Walters Insurance Agency, Inc.'s Walters Insurance Agency, Inc. 401(k) Plan held $708K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$708K

Net assets (EOY)

$708K

Plan identifiers

Walters Insurance Agency, Inc.'s EIN is 56-2003473.

EIN 56-2003473

Plan number 002

Plan year 2024

ACK ID 20250701050200NAL0006563571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walters Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walters Insurance Agency, Inc.'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 WALTERS INSURANCE AGENCY, INC.

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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