Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WALTON LAW GROUP, PC
EIN 04-3753739Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
11
225 E. SANTA CLARA ST., SUITE 230 - ARCADIA, CA 91006626-578-6000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JOHN R. WALTON, APC CASH BALANCE PENSION PLAN
CashBalance
Assets$905K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOHN R. WALTON, APC 401(K) PROFIT SHARING PLAN
401k
Assets$548K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JOHN R. WALTON, APC CASH BALANCE PENSION PLAN | CashBalance | $905K | 5 | 2025 | |
| 002 | JOHN R. WALTON, APC 401(K) PROFIT SHARING PLAN | 401k | $548K | 6 | 2025 |
Retirement plans