Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
M.C. WALTERS P.A. DBA MARK WALTERS & COMPANY
EIN 65-0581118Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
531 S. U.S. HWY. 1, SUITE B - FORT PIERCE, FL 34950772-201-5650
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 6 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#002
MARK WALTERS & COMPANY DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK WALTERS & COMPANY 401(K) PLAN
401k
Assets$196K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARK WALTERS & COMPANY DEFINED BENEFIT PLAN | TraditionalDB | $1.4M | 3 | 2025 | |
| 001 | MARK WALTERS & COMPANY 401(K) PLAN | 401k | $196K | 3 | 2025 |
Retirement plans