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Benefits Intelligence/Broker Directory/California

Zachary Walters

Modest, CA

Zachary Walters of Modest, CA is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $62,755 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
7
States served
3
Reported commissions
$62,755
plan year 2025

Quick answer

Zachary Walters (Modest, CA) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Zachary Walters have?
Zachary Walters is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Zachary Walters's largest employer clients?
By plan participants, the largest include Administrative Group, LLC Dba Transamerica Fiduciary Services (7,876 participants), General Logistics Systems Us, Inc. (612 participants) and Restpadd, Inc. (130 participants).
How much does Zachary Walters earn in commissions?
Insurers reported $62,755 in broker commissions paid to Zachary Walters for plan year 2025, per Schedule A Part 1.
Where is Zachary Walters located?
Zachary Walters is based in Modest, CA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Zachary Walters on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Administrative Group, LLC Dba Transamerica Fiduciary ServicesTN7,8762025-12-31
General Logistics Systems Us, Inc.CA6122025-12-31
Restpadd, Inc.CA1302025-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.