James A. Walters Management Co., Inc. DBA Walters Management 401(k) match, vesting and fees
What James A. Walters Management Co., Inc. DBA Walters Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| James A. Walters Management Co., Inc. DBA Walters Management: employer contribution per participant | $781 | |
| Peer median | $2,051 |
| James A. Walters Management Co., Inc. DBA Walters Management: average balance | $17,931 | |
| Peer median | $71,053 |
| James A. Walters Management Co., Inc. DBA Walters Management: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.7M at the end of plan year 2021 to $2.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 171 | $2.8M | $120K | $781 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 159 | $2.5M | $114K | $752 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 154 | $2.1M | $107K | $1,072 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 192 | $2.7M | $87K | $732 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does James A. Walters Management Co., Inc. DBA Walters Management match 401(k) contributions?
The match terms for the James A. Walters Management Co. Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $120K in employer contributions, about $781 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the James A. Walters Management Co., Inc. DBA Walters Management 401(k) match vested?
The vesting schedule for the James A. Walters Management Co. Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the James A. Walters Management Co., Inc. DBA Walters Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Walters Management Company.
I left James A. Walters Management Co., Inc. DBA Walters Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Walters Management Company, (770) 534-1094) or the recordkeeper, John Hancock Life Insurance Company. The James A. Walters Management Co., Inc. DBA Walters Management old 401(k) page lists the contacts from every plan filing. Find an old James A. Walters Management Co., Inc. DBA Walters Management 401(k)
Data from the public Form 5500 annual reports James A. Walters Management Co., Inc. DBA Walters Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with James A. Walters Management Co., Inc. DBA Walters Management. Not financial advice. Report a correction · Methodology