GREG Walker signed Walkerhealthcareit, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walkerhealthcareit, LLC's EIN is 26-1801967.
Download the official 2024 Form 5500 (PDF) for Walkerhealthcareit, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walkerhealthcareit, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | FLORHAM PARK, NJ | ADVISOR |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $187K | 21.1% | |
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $110K | 12.5% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $106K | 12.0% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $81K | 9.2% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $74K | 8.4% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $58K | 6.5% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $49K | 5.5% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $41K | 4.6% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $22K | 2.5% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $19K | 2.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $16K | 1.8% | |
| INVESCO DIVERSIFIED DIVIDEND R | Registered Investment Companies | — | — | $15K | 1.7% | |
| GOLDMAN SMALL CAP GROWTH R | Registered Investment Companies | — | — | $12K | 1.3% | |
| GS EMG MKTS EQTY INSIGHTS R | Registered Investment Companies | — | — | $10K | 1.1% | |
| UNDISCOVERED MGRS BHVR VAL R2 | Registered Investment Companies | — | — | $10K | 1.1% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $10K | 1.1% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $9K | 1.0% | |
| AMERICAN CENT REAL ESTATE R | Registered Investment Companies | — | — | $6K | 0.7% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $6K | 0.7% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $5K | 0.6% | |
| BLACKROCK TOTAL RETURN - R 284 REGISTERED INVESTMENT COMPANY PIONEER FUNDAMENTAL GROWTH R | Registered Investment Companies | — | — | $4K | 0.5% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $3K | 0.4% | |
| COLUMBIA GLOBAL VALUE R | Registered Investment Companies | — | — | $2K | 0.2% | |
| AMER CENT INFL ADJ BD R | Registered Investment Companies | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
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