How big is Bill Walton, Inc.'s plan?

Bill Walton, Inc.'s plan covered 2 participants for 2024.

Original filing (PDF)20251015112343NAL0004703281001

Bill Walton, Inc.

Name: Bill Walton, Inc. — Bill Walton, Inc. Profit Sharing, Form 5500 (2024)
Creator: Bill Walton, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bill Walton, Inc. Profit Sharing - 401(k) Plan and Trust

401(k) retirement plan · Bill Walton, Inc.'s Bill Walton, Inc. Profit Sharing - 401(k) Plan and Trust covered 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Bill Walton, Inc.'s EIN is 94-2581152.

EIN 94-2581152

Plan number 002

Plan year 2024

ACK ID 20251015112343NAL0004703281001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bill Walton, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

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