How big is Charles Walters & Associates, P.C.'s plan?

Charles Walters & Associates, P.C.'s plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20250625180259NAL0004837507001

Charles Walters & Associates, P.C.

Name: Charles Walters & Associates, P.C. — Charles Walters, Form 5500 (2024)
Creator: Charles Walters & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Walters & Associates, P. C. 401(k) Plan

401(k) retirement plan · Charles Walters & Associates, P.C.'s Charles Walters & Associates, P. C. 401(k) Plan held $3.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Brian Walters signed Charles Walters & Associates, P.C.'s 2024 Form 5500 as plan administrator.

Brian 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

Charles Walters & Associates, P.C.'s EIN is 84-1094530.

EIN 84-1094530

Plan number 003

Plan year 2024

ACK ID 20250625180259NAL0004837507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles Walters & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Walters & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES WALTERS & ASSOCIATES, P.C..

Finding similar companies…

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