Retirement Access Plan — Form 5500 plan (Walton Enterprises, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Retirement Access Plan is a benefit plan reported by Walton Enterprises, LLC under EIN 62-1665434 and plan number 001. The latest loaded filing year is 2023. The filing reports 961 participants and $110,052,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walton Enterprises, LLC
EIN
62-1665434
Plan number
001
Plan type
3
Location
Bentonville, AR
Latest filing year
2023
Participants
961
End-of-year plan assets
$110,052,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023961H, C20241011151148NAL0023055025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$110,052,846
Total liabilities (EOY)
$0
Net assets (EOY)
$110,052,846
Net assets (BOY)
$81,481,882

Income & contributions

Employer contributions
$9,552,533
Participant contributions
$11,053,553
Total contributions
$23,424,587
Total income / additions
$40,044,756

Expenses & distributions

Benefits paid
$9,255,206
Administrative expenses
-$19,548
Total expenses
$9,243,928
Net increase / (decrease)
$30,800,828

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$19,548$02023

Related Form 5500 pages