How big is Walters Financial Services Inc.'s plan?

Walters Financial Services Inc.'s plan reported $1.4M in assets and 25 participants for 2024.

Original filing (PDF)20250621051140NAL0011152738001

Walters Financial Services Inc.

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

Form 5500-SF

FILING_RECEIVED

Walters Financial Services 401(k) Plan

401(k) retirement plan · Walters Financial Services Inc.'s Walters Financial Services 401(k) Plan held $1.4M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Douglas Walters signed Walters Financial Services Inc.'s 2024 Form 5500 as plan administrator.

Douglas Walters — 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

Walters Financial Services Inc.'s EIN is 59-3618759.

EIN 59-3618759

Plan number 001

Plan year 2024

ACK ID 20250621051140NAL0011152738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Walters Financial Services 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 FINANCIAL SERVICES INC.

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Plan health score

Above-average plan

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

Knocking points off