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Original filing (PDF)20250922154846NAL0002222211001
WALKER CENTER, LP
Form 5500
FILING_RECEIVED
ADVANTAGE COMPANIES 401K PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
398
Accounts w/ balance
116
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
29 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Empower Retirement, LLC StocksPlus (PIMCO)" is 32% of plan.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALKER CENTER, LP.
Plan sponsor
Name
WALKER CENTER, LP
EIN
16-1444205
Address
1955 WEHRLE DRIVE · BUFFALO, NY · 142218453
Phone
(716) 204-2345
Industry
Retail Tradesee 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHIAMPOU TRAVIS BESAW KERSHNER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPS PENSION SERVICES, INC. | — | WILLIAMSVILLE, NY | THIRD PARTY ADMINISTRATOR | $3K | — |
Investments
12 direct securities · 29 pooled funds· $13.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$10.4M
29 holdings
Uncategorized
$3.4M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO STOCKSPLUS A PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.7M | 32.3% | |
| Empower Retirement, LLC Guaranteed Interest Account | — | — | — | $788K | 7.0% | |
| Empower Retirement, LLC Retirement 2050 (T Rowe Price) | — | — | — | $641K | 5.7% | |
| MASSMUTUAL SELECTTRP RETIRE 2050 M3 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $641K | 5.7% | |
| INVESCO SMALL CAP EQUITY A INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $522K | 4.6% | |
| MASSMUTUAL MID CAP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $519K | 4.6% | |
| MASSMUTUAL BLUE CHIP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $514K | 4.5% | |
| BLACKROCK CODE BOND INV A BLACKROCK · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $454K | 4.0% | |
| Empower Retirement, LLC Sel Eq Opps (Wellington/TRP) | — | — | — | $426K | 3.8% | |
| MASSMUTUAL EQUITY OPPORTS A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $426K | 3.8% | |
| Empower Retirement, LLC Retirement 2060 (T Rowe Price) | — | — | — | $414K | 3.7% | |
| MASSMUTUAL SEL TRP RETIRE 2060 M3 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $414K | 3.7% | |
| MM S&P 500 INDEX R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $414K | 3.6% | |
| AMERICANFUNDS EUROPACIFIC GROWTH R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $406K | 3.6% | |
| AMERICAN FUNDS AMERICAN BALANCED R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $376K | 3.3% | |
| BNY MELLON DYNAMIC VALUE FUND A BNY MELLON · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $300K | 2.6% | |
| ALGER CAPITAL APPRECIATION A ALGER · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $285K | 2.5% | |
| Empower Retirement, LLC Retirement 2040 (T Rowe Price) | — | — | — | $237K | 2.1% | |
| MASSMUTUAL SELECTTRP RETIRE 2040 M3 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $237K | 2.1% | |
| Empower Retirement, LLC Retirement 2055 (T Rowe Price) | — | — | — | $208K | 1.8% | |
| MASSMUTUAL SELECTTRP RETIRE 2055 M3 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $208K | 1.8% | |
| Empower Retirement, LLC Retirement 2020 (T Rowe Price) | — | — | — | $205K | 1.8% | |
| MASSMUTUAL SELECTTRP RETIRE 2020 M3 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $205K | 1.8% | |
| Empower Retirement, LLC Retirement 2030 (T Rowe Price) | — | — | — | $193K | 1.7% | |
| MASSMUTUAL SELECTTRP RETIRE 2030 M3 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $193K | 1.7% | |
| Notes Receivable From Participants Interest rate of 7% maturing through May 2029 -0- | — | — | — | $143K | 1.3% | |
| AMERICAN CENTURY MID CAP VALUE R AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $132K | 1.2% | |
| MFS INTERNATIONAL NEW DISCOVERY A MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $99K | 0.9% | |
| Empower Retirement, LLC Retirement 2035 (T Rowe Price) | — | — | — | $65K | 0.6% | |
| MASSMUTUAL SELECTTRP RETIRE 2035 M3 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $65K | 0.6% | |
| ARTISAN INTERNATIONAL INVESTOR ARTISAN PARTNERS FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $54K | 0.5% | |
| MASSMUTUAL GLOBAL A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $50K | 0.4% | |
| AMERICAN CENTURY SMALL CAP GROWTH A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $50K | 0.4% | |
| INVESCO COMSTOCK A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $49K | 0.4% | |
| Empower Retirement, LLC Retirement 2045 (T Rowe Price) | — | — | — | $43K | 0.4% | |
| MASSMUTUAL SEL TRP RETIRE 2045 M3 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $43K | 0.4% | |
| ARIEL FUND INVESTOR ARIEL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| INVESCO REAL ESTATE A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $30K | 0.3% | |
| MASSMUTUAL SMALL CAP VAL EQ A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $15K | 0.1% | |
| Empower Retirement, LLC Retirement 2005 (T Rowe Price) | — | — | — | $6K | <0.1% | |
| MASSMUTUAL SEL TRP RETIRE 2005 M3 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% |