Wallis Bank 401(k) Plan: Login, Facts & Contact Information
Wallis Bank 401(k) Login
50 former Wallis Bank employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper (Raymond James Financial Service). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Wallis Bank 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 4, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.80 million went into the plan in contributions, $597,111 of it from the employer (33%).
- $855,013 was paid out to participants.
- Investment and other income added $1.71 million.
- Administrative expenses were $20,333, about $85 per account.
How the Wallis Bank 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 143 | $7.23 million | $325,196 | $576,233 |
| 2020 | 165 | $9.29 million | $434,444 | $567,263 |
| 2021 | 185 | $10.9 million | $508,657 | $1.04 million |
| 2022 | 195 | $9.91 million | $426,181 | $482,132 |
| 2023 | 206 | $12.3 million | $488,820 | $765,272 |
| 2024 | 234 | $15.0 million | $597,111 | $855,013 |
Wallis Bank 401(k) Contact Information
Questions about the Wallis Bank 401(k)
Does Wallis Bank contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $597,111, 33% of all contributions.
Does the Wallis Bank 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Wallis Bank 401(k) plan?
234 participants at the start of plan year 2024, 196 of them active employees, and 50 former employees who still had money in the plan.
What is the average 401(k) balance at Wallis Bank?
About $62,825 per account: $15.0 million in plan assets across 238 accounts with a balance at the end of plan year 2024.
Who manages the Wallis Bank 401(k) accounts?
RAYMOND JAMES FINANCIAL SERVICE is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Wallis Bank. How do I access my 401(k)?
Your account stays with RAYMOND JAMES FINANCIAL SERVICE after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.