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Sponsor portfolio

WALTER K. BURTON, ATTY AT LAW, PLLC

EIN 84-3613470-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$738K assets
Welfare
0
Participants
6
P.O. BOX 609 - OAK RIDGE, NC 27310336-429-5525
Plans on this EIN
2 filings
#001401k-$418K - 3 part#002TraditionalDB-$320K - 3 part

Retirement portfolio analytics

2 plans aggregated / $738K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • LAW, PLLC 401(K) (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $738KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW, PLLC 401(K) (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WALTER K. BURTON, ATTY AT LAW, PLLC 401(K) PLAN

401k

Assets$418K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WALTER K. BURTON, ATTY AT LAW, PLLC CASH BALANCE PLAN

TraditionalDB

Assets$320K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WALTER K. BURTON, ATTY AT LAW, PLLC 401(K) PLAN401k$418K32025
002WALTER K. BURTON, ATTY AT LAW, PLLC CASH BALANCE PLANTraditionalDB$320K32025
Retirement plans
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