How big is Walton Options for Independent's plan?

Walton Options for Independent's plan reported $733K in assets and 13 participants for 2024.

Original filing (PDF)20250708121600NAL0011205314001

Walton Options for Independent

Name: Walton Options for Independent — 401(k) Profit, Form 5500 (2024)
Creator: Walton Options for Independent
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of Walton Options for Independent Living, Inc.

401(k) retirement plan · Walton Options for Independent's 401(k) Profit Sharing Plan for Employees of Walton Options for Independent Living, Inc. held $733K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$733K

Net assets (EOY)

$733K

People on this filing

Tiffany Clifford signed Walton Options for Independent's 2024 Form 5500 as plan administrator.

Tiffany Clifford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Walton Options for Independent's EIN is 58-2132383.

EIN 58-2132383

Plan number 001

Plan year 2024

ACK ID 20250708121600NAL0011205314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walton Options for Independent from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walton Options for Independent's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTON OPTIONS FOR INDEPENDENT.

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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