Randall Shoemaker signed Walker Information, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walker Information, Inc.'s EIN is 35-1108109.
Download the official 2024 Form 5500 (PDF) for Walker Information, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walker Information, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS, LLC | 45-5291215 | — | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds (1) | Common Collective Trusts | — | — | $7.4M | 24.7% | |
| Fidelity Growth Company K6 Fund Mutual Funds (1) | Mutual Funds | — | — | $4.0M | 13.3% | |
| TRP Retire 2030 Mutual Funds (1) | Other securities | — | — | $2.4M | 8.0% | |
| TRP Retire 2035 Mutual Funds (1) | Other securities | — | — | $1.7M | 5.5% | |
| TRP Retire 2050 Mutual Funds (1) | Other securities | — | — | $1.6M | 5.5% | |
| Fidelity Low-Priced Stock Fund Mutual Funds (1) | Mutual Funds | — | — | $1.6M | 5.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.3% | |
| TRP Retire 2040 Mutual Funds (1) | Other securities | — | — | $1.4M | 4.8% | |
| American Funds EuroPacific Growth Fund R6 Mutual Funds (1) | Mutual Funds | — | — | $1.4M | 4.7% | |
| TRP Retire 2055 Mutual Funds (1) | Other securities | — | — | $1.1M | 3.8% | |
| TRP Retire 2060 Mutual Funds (1) | Other securities | — | — | $1.1M | 3.7% | |
| Fidelity Total Bond K6 Fund Mutual Funds (1) | Mutual Funds | — | — | $798K | 2.7% | |
| Vanguard Equity Inc Adm Mutual Funds (1) | Mutual Funds | — | — | $625K | 2.1% | |
| TRP Retire 2020 Mutual Funds (1) | Other securities | — | — | $555K | 1.8% | |
| TRP Retire 2045 Mutual Funds (1) | Other securities | — | — | $536K | 1.8% | |
| American Funds New Perspective R6 Mutual Funds (1) | Mutual Funds | — | — | $521K | 1.7% | |
| Baron Small Cap Mutual Funds (1) | Other securities | — | — | $427K | 1.4% | |
| TRP Small Cap Value Mutual Funds (1) | Other securities | — | — | $422K | 1.4% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Funds (1) | Common Collective Trusts | — | — | $256K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Funds (1) | Common Collective Trusts | — | — | $154K | 0.5% | |
| TRP Retire 2025 Mutual Funds (1) | Other securities | — | — | $128K | 0.4% | |
| Participant Loans (interest 4.25% to 9.5%) | Bonds / Notes | — | — | $94K | 0.3% | |
| TRP Retire 2005 Mutual Funds (1) | Other securities | — | — | $57K | 0.2% | |
| TRP Retire 2010 Mutual Funds (1) | Other securities | — | — | $48K | 0.2% | |
| AB Global Bond I Mutual Funds (1) | Other securities | — | — | $25K | <0.1% | |
| BlackRock Mid Cap Growth Equity Fund K Mutual Funds (1) | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
