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Original filing (PDF)20260212163605NAL0000357971001
WALKER, INC.
Form 5500
FILING_RECEIVED
WALKER 401(K) RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
318
Accounts w/ balance
385
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
24 pooled trusts
Schedule D
24 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 (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALKER, INC..
Plan sponsor
Name
WALKER, INC.
EIN
04-2171186
Address
1968 CENTRAL AVENUE · NEEDHAM, MA · 02492
Phone
(781) 292-2132
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-12
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AFC PENSIONS, INC. | 04-2484178 | NEEDHAM, MA | THIRD PARTY ADMINISTRATOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
24 pooled funds· $10.2M(74% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.3M | 9.2% | |
| MM S&P 500 INDEX MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.2M | 8.5% | |
| MASSMUTUAL DISCIPLINED GR ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $943K | 6.9% | |
| MASSMUTUAL EQUITY OPPORTS SVC MASSMUTUAL · EIN 04-1580850 / PN 000 | Pooled Separate Account | — | — | $875K | 6.4% | |
| T. ROWE PRICE RETIREMENT 2045 SA EMPLOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $855K | 6.3% | |
| T. ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $817K | 6.0% | |
| MASS MUTUAL CORE BOND SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $811K | 5.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $746K | 5.5% | |
| AMERICAN FUNDS EUPAC R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $460K | 3.4% | |
| COLUMBIA SMALL CAP INDEX A COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $341K | 2.5% | |
| COLUMBIA MID CAP INDEX COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $296K | 2.2% | |
| MASSMUTUAL MID CAP GROWTH SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $247K | 1.8% | |
| INVESCO DISCOVERY Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $232K | 1.7% | |
| INVESCO GLOBAL R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $175K | 1.3% | |
| MASSMUTUAL HIGH YIELD ADM MASSMUTUAL · EIN 04-1580850 / PN 000 | Pooled Separate Account | — | — | $166K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $132K | 1.0% | |
| INVESCO DEVELOPING MARKETS Y INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $119K | 0.9% | |
| AMERICAN FUNDS AMERICAN BALANCED AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $107K | 0.8% | |
| WELLS FARGO SPECIAL MIDCAP VALUE ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $99K | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $98K | 0.7% | |
| INVESCO GLOBAL STRATEGIC INCOME Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $79K | 0.6% | |
| WELLS FARGO SMALL CAP ADMIN ALLSPRING GLOBAL INVESTMENTS · EIN 04-1580850 / PN 000 | Pooled Separate Account | — | — | $78K | 0.6% | |
| T. ROWE PRICE RETIREMENT BALANCED S EMPOWER ANNUITY INC. CO. · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $51K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 SA M EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% |
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