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Original filing (PDF)20251015085207NAL0002127347001
WALKER INTERNATIONAL TRANSPORTATION, LLC
Form 5500
FILING_RECEIVED
WALKER SCM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
453
Accounts w/ balance
243
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALKER INTERNATIONAL TRANSPORTATION, LLC.
Plan sponsor
Name
WALKER INTERNATIONAL TRANSPORTATION, LLC
EIN
11-3495847
Address
70 EAST SUNRISE HIGHWAY, SUITE 611 · VALLEY STREAM, NY · 11581
Phone
(516) 568-2080
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
23 direct securities· $11.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SAWQ Fidelity 500 Index Fund Mutual fund | — | — | — | $2.8M | 24.0% | |
| SA9K MFS International Equity Mutual fund | — | — | — | $1.5M | 12.8% | |
| Lincoln Stable Value Account Group annuity contract | — | — | — | $1.4M | 12.2% | |
| SA9D Loomis Sayles Inv Grade Mutual fund | — | — | — | $1.3M | 10.8% | |
| SAJM Franklin Small Cap Growth Mutual fund | — | — | — | $768K | 6.5% | |
| SABQ VG Windsor Fund Admrl Mutual fund | — | — | — | $599K | 5.0% | |
| SAB7 VG Sml Cap Idx Admrl Mutual fund | — | — | — | $591K | 5.0% | |
| SA6J American Funds New World Mutual fund | — | — | — | $481K | 4.0% | |
| SA6K AmerFunds Grw Of America Mutual fund | — | — | — | $400K | 3.4% | |
| SAE2 Vanguard Mid Cap Index Mutual fund | — | — | — | $395K | 3.3% | |
| SA9G MFS Glb Equity Mutual fund | — | — | — | $352K | 3.0% | |
| SAD3 VG Info Tech Idx Admrl Mutual fund | — | — | — | $319K | 2.7% | |
| SABE VG Target Ret 2035 Inv Mutual fund | — | — | — | $220K | 1.9% | |
| SAKN Baird Ultra Shrt Bnd Inst Mutual fund | — | — | — | $208K | 1.8% | |
| maturing through November 2029 | — | — | — | $188K | 1.6% | |
| SAWT MFS Intl Growth Fund Mutual fund | — | — | — | $90K | 0.8% | |
| AABX Vanguard Target Ret 2070 Mutual fund | — | — | — | $73K | 0.6% | |
| SABG VG Target Ret 2045 Inv Mutual fund | — | — | — | $48K | 0.4% | |
| SA7B ClearBridge Mid Cap Grw Mutual fund | — | — | — | $32K | 0.3% | |
| SAAR VG Div Grw Inv Share Mutual fund | — | — | — | $8K | <0.1% | |
| SADM Invesco Floating Rate ESG Mutual fund | — | — | — | $5K | <0.1% | |
| SAA1 PIMCO Intl Bond Fnd Admin Mutual fund | — | — | — | $4K | <0.1% | |
| SAB6 VG Selected Val Inv Share Mutual fund | — | — | — | $4K | <0.1% |
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