Original filing (PDF)20230601154634NAL0031243664001

The Walters Management Company

Name: The Walters Management Company — Form 5500 (2022)
Creator: The Walters Management Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · The Walters Management Company filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

The Walters Management Company's EIN is 95-3787837.

EIN 95-3787837

Plan number 001

Plan year 2022

ACK ID 20230601154634NAL0031243664001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for The Walters Management Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

The Walters Management Company'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 THE WALTERS MANAGEMENT COMPANY.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score