How big is Walton & Company, LLC's plan?

Walton & Company, LLC's plan reported $91K in assets and 5 participants for 2024.

Original filing (PDF)20251014091137NAL0001156211001

Walton & Company, LLC

Name: Walton & Company, LLC — Walton & Company, LLC 401(k), Form 5500 (2024)
Creator: Walton & Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walton & Company, LLC 401(k) Plan

401(k) retirement plan · Walton & Company, LLC's Walton & Company, LLC 401(k) Plan held $91K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

Plan identifiers

Walton & Company, LLC's EIN is 88-1405364.

EIN 88-1405364

Plan number 001

Plan year 2024

ACK ID 20251014091137NAL0001156211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walton & Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walton & Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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 (85th percentile).

Plan sponsor

Name

WALTON & COMPANY, LLC

EIN

all filings

Address

951 MARINA WAY SOUTH · RICHMOND, CA · 94804

Phone

(415) 847-2274

Industry

Construction

Plan administrator