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Original filing (PDF)20250919114927NAL0002655600001
M. S. WALKER, INC.
Form 5500
FILING_RECEIVED
M.S. WALKER RETIREMENT TRUST
401(k) retirement plan
Active participants
549
Accounts w/ balance
632
Plan assets (EOY)
$62.1M
Net assets (EOY)
$62.1M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M. S. WALKER, INC..
Plan sponsor
Name
M. S. WALKER, INC.
EIN
04-1941600
Address
975 UNIVERSITY AVENUE · NORWOOD, MA · 02062
Phone
(617) 440-1936
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Investments
32 direct securities· $60.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par or Maturity Value Cost** Value * Fidelity Freedom 2030 K Mutual Fund | — | — | — | $7.9M | 12.7% | |
| Fidelity Freedom 2025 K Mutual Fund | — | — | — | $5.5M | 8.9% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $4.9M | 7.9% | |
| Fidelity Freedom 2040 K Mutual Fund | — | — | — | $4.5M | 7.2% | |
| Fidelity Freedom 2035 K Mutual Fund | — | — | — | $4.4M | 7.1% | |
| Fidelity Freedom 2045 K Mutual Fund | — | — | — | $4.4M | 7.1% | |
| Fidelity Freedom 2050 K Mutual Fund | — | — | — | $4.3M | 7.0% | |
| Fidelity Freedom 2020 K Mutual Fund | — | — | — | $3.4M | 5.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $3.0M | 4.9% | |
| Fidelity Freedom 2055 K Mutual Fund | — | — | — | $2.2M | 3.5% | |
| Short-Intermediate Total Return Bond Fund Mutual Fund | — | — | — | $2.0M | 3.2% | |
| Self-Directed Brokerage Account Brokerage Account | — | — | — | $1.9M | 3.0% | |
| Vanguard Value Index Admiral Shares Mutual Fund | — | — | — | $1.5M | 2.4% | |
| T. Rowe Price Capital Appreciation Fund Mutual Fund | — | — | — | $1.3M | 2.1% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $1.2M | 2.0% | |
| Fidelity Freedom 2015 K Mutual Fund | — | — | — | $1.0M | 1.6% | |
| Fidelity Government Money Market Funds | — | — | — | $921K | 1.5% | |
| Fidelity Intl Index Mutual Fund | — | — | — | $782K | 1.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $766K | 1.2% | |
| MFS Institutional International Equity Fund Mutual Fund | — | — | — | $709K | 1.1% | |
| Calvert US Lg CP CRI I Mutual Fund | — | — | — | $647K | 1.0% | |
| MGL Emerging Markets R6 Mutual Fund | — | — | — | $590K | 0.9% | |
| Cohen & Steers Realty Shares Mutual Fund | — | — | — | $587K | 0.9% | |
| Participants Notes Receivable Participant Loans Interest rates of 4.25% to 9.50% - | — | — | — | $554K | 0.9% | |
| BlackRock High Yield Bond Portfolio Class K Mutual Fund | — | — | — | $462K | 0.7% | |
| Fidelity Freedom 2060 K Mutual Fund | — | — | — | $416K | 0.7% | |
| Fidelity ST Treasury Bond Index Mutual Fund | — | — | — | $308K | 0.5% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $180K | 0.3% | |
| Pimco Short Term IS Mutual Fund | — | — | — | $117K | 0.2% | |
| Fidelity Freedom 2065 K6 Mutual Fund | — | — | — | $113K | 0.2% | |
| John Hancock DSCPL VAL MDCP R6 Mutual Fund | — | — | — | $52K | <0.1% | |
| Fidelity Freedom Inc K6 Mutual Fund | — | — | — | $5K | <0.1% |
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