How big is M. S. Walker, Inc.'s plan?

M. S. Walker, Inc.'s plan reported $62.1M in assets and 549 participants for 2024.

Original filing (PDF)20250919114927NAL0002655600001

M. S. Walker, Inc.

Name: M. S. Walker, Inc. — M.S. Walker Retirement Trust, Form 5500 (2024)
Creator: M. S. Walker, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

M.S. Walker Retirement Trust

401(k) retirement plan · M. S. Walker, Inc.'s M.S. Walker Retirement Trust held $62.1M in plan assets for 549 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

549

Accounts w/ balance

632

Plan assets (EOY)

$62.1M

Net assets (EOY)

$62.1M

People on this filing

Lindsay Allan signed M. S. Walker, Inc.'s 2024 Form 5500 as plan administrator.

Lindsay Allan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

M. S. Walker, Inc.'s EIN is 04-1941600.

EIN 04-1941600

Plan number 001

Plan year 2024

ACK ID 20250919114927NAL0002655600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M. S. Walker, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M. S. Walker, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

M. S. WALKER, INC.

EIN

all filings

Address

975 UNIVERSITY AVENUE · NORWOOD, MA · 02062

Phone

(617) 440-1936

Industry

Manufacturing

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$17K	—

Investments

31 direct securities· $52.7M(85% of reported assets)

Mutual Funds

$40.4M

18 holdings

Other securities

$5.8M

8 holdings

Common Collective Trusts

$3.8M

2 holdings

Self-Directed Brokerage

$1.9M

1 holding

Bonds / Notes

$554K

1 holding

U.S. Treasuries

$308K

1 holding

					% of plan
Fidelity Freedom 2025 K Mutual Fund	Mutual Funds	—	—	$5.5M	8.9%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$4.9M	7.9%
Fidelity Freedom 2040 K Mutual Fund	Mutual Funds	—	—	$4.5M	7.2%
Fidelity Freedom 2035 K Mutual Fund	Mutual Funds	—	—	$4.4M	7.1%
Fidelity Freedom 2045 K Mutual Fund	Mutual Funds	—	—	$4.4M	7.1%
Fidelity Freedom 2050 K Mutual Fund	Mutual Funds	—	—	$4.3M	7.0%
Fidelity Freedom 2020 K Mutual Fund	Mutual Funds	—	—	$3.4M	5.5%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$3.0M	4.9%
Fidelity Freedom 2055 K Mutual Fund	Mutual Funds	—	—	$2.2M	3.5%
Short-Intermediate Total Return Bond Fund Mutual Fund	Other securities	—	—	$2.0M	3.2%
Self-Directed Brokerage Account Brokerage Account	Self-Directed Brokerage	—	—	$1.9M	3.0%
Vanguard Value Index Admiral Shares Mutual Fund	Mutual Funds	—	—	$1.5M	2.4%
T. Rowe Price Capital Appreciation Fund Mutual Fund	Other securities	—	—	$1.3M	2.1%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$1.2M	2.0%
Fidelity Freedom 2015 K Mutual Fund	Mutual Funds	—	—	$1.0M	1.6%
Fidelity Government Money Market Funds	Mutual Funds	—	—	$921K	1.5%
Fidelity Intl Index Mutual Fund	Mutual Funds	—	—	$782K	1.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$766K	1.2%
MFS Institutional International Equity Fund Mutual Fund	Mutual Funds	—	—	$709K	1.1%
Calvert US Lg CP CRI I Mutual Fund	Other securities	—	—	$647K	1.0%
MGL Emerging Markets R6 Mutual Fund	Other securities	—	—	$590K	0.9%
Cohen & Steers Realty Shares Mutual Fund	Other securities	—	—	$587K	0.9%
Participants Notes Receivable Participant Loans Interest rates of 4.25% to 9.50% -	Bonds / Notes	—	—	$554K	0.9%
BlackRock High Yield Bond Portfolio Class K Mutual Fund	Other securities	—	—	$462K	0.7%
Fidelity Freedom 2060 K Mutual Fund	Mutual Funds	—	—	$416K	0.7%
Fidelity ST Treasury Bond Index Mutual Fund	U.S. Treasuries	—	—	$308K	0.5%
Undiscovered Managers Behavioral Value Fund Mutual Fund	Other securities	—	—	$180K	0.3%
Pimco Short Term IS Mutual Fund	Mutual Funds	—	—	$117K	0.2%
Fidelity Freedom 2065 K6 Mutual Fund	Mutual Funds	—	—	$113K	0.2%
John Hancock DSCPL VAL MDCP R6 Mutual Fund	Other securities	—	—	$52K	<0.1%
Fidelity Freedom Inc K6 Mutual Fund	Mutual Funds	—	—	$5K	<0.1%