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Original filing (PDF)20250918151015NAL0001549425001
WALKER INFORMATION, INC.
Form 5500
FILING_RECEIVED
WISER PLAN - WALKER INFORMATION SAVINGS EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Active participants
124
Accounts w/ balance
183
Plan assets (EOY)
$30.1M
Net assets (EOY)
$30.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALKER INFORMATION, INC..
Plan sponsor
Name
WALKER INFORMATION, INC.
EIN
35-1108109
Address
8940 RIVER CROSSING BLVD. · SUITE 100 · INDIANAPOLIS, IN · 46240
Phone
(317) 843-3939
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
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)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS, LLC | 45-5291215 | — | INVESTMENT ADVISOR | $13K | — |
Investments
25 direct securities · 1 pooled fund· $30.1M(100% 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.
Uncategorized
$28.5M
25 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds (1) | — | — | — | $7.4M | 24.7% | |
| Fidelity Growth Company K6 Fund Mutual Funds (1) | — | — | — | $4.0M | 13.3% | |
| TRP Retire 2030 Mutual Funds (1) | — | — | — | $2.4M | 8.0% | |
| TRP Retire 2035 Mutual Funds (1) | — | — | — | $1.7M | 5.5% | |
| TRP Retire 2050 Mutual Funds (1) | — | — | — | $1.6M | 5.5% | |
| Fidelity Low-Priced Stock Fund Mutual Funds (1) | — | — | — | $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) | — | — | — | $1.4M | 4.8% | |
| American Funds EuroPacific Growth Fund R6 Mutual Funds (1) | — | — | — | $1.4M | 4.7% | |
| TRP Retire 2055 Mutual Funds (1) | — | — | — | $1.1M | 3.8% | |
| TRP Retire 2060 Mutual Funds (1) | — | — | — | $1.1M | 3.7% | |
| Fidelity Total Bond K6 Fund Mutual Funds (1) | — | — | — | $798K | 2.7% | |
| Vanguard Equity Inc Adm Mutual Funds (1) | — | — | — | $625K | 2.1% | |
| TRP Retire 2020 Mutual Funds (1) | — | — | — | $555K | 1.8% | |
| TRP Retire 2045 Mutual Funds (1) | — | — | — | $536K | 1.8% | |
| American Funds New Perspective R6 Mutual Funds (1) | — | — | — | $521K | 1.7% | |
| Baron Small Cap Mutual Funds (1) | — | — | — | $427K | 1.4% | |
| TRP Small Cap Value Mutual Funds (1) | — | — | — | $422K | 1.4% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Funds (1) | — | — | — | $256K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Funds (1) | — | — | — | $154K | 0.5% | |
| TRP Retire 2025 Mutual Funds (1) | — | — | — | $128K | 0.4% | |
| Participant Loans (interest 4.25% to 9.5%) | — | — | — | $94K | 0.3% | |
| TRP Retire 2005 Mutual Funds (1) | — | — | — | $57K | 0.2% | |
| TRP Retire 2010 Mutual Funds (1) | — | — | — | $48K | 0.2% | |
| AB Global Bond I Mutual Funds (1) | — | — | — | $25K | <0.1% | |
| BlackRock Mid Cap Growth Equity Fund K Mutual Funds (1) | — | — | — | $2K | <0.1% |
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