Mark Miller signed Walker Sands, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walker Sands, LLC's EIN is 36-4585726.
Download the official 2024 Form 5500 (PDF) for Walker Sands, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walker Sands, LLC'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 | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $2.9M | 22.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 21.9% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $2.1M | 16.4% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $1.4M | 10.9% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $1.2M | 8.9% | |
| Fidelity Freedom Index Income Fund ** 116 * Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $718K | 5.5% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $320K | 2.5% | |
| Dimensional Fund Advisors Global Real Estate Fund ** 705 JP Morgan Large Cap Growth Fund | Mutual Funds | — | — | $303K | 2.3% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $171K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $154K | 1.2% | |
| American Funds American Mutual R6 Fund | Mutual Funds | — | — | $153K | 1.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $152K | 1.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $137K | 1.1% | |
| JP Morgan Core Plus Bond R6 Fund | Other securities | — | — | $121K | 0.9% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $109K | 0.8% | |
| BlackRock High Yield Bond Portfolio Fund | Other securities | — | — | $52K | 0.4% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $43K | 0.3% | |
| Notes receivable from participants Bearing interest at 9.00%-9.50% - | Bonds / Notes | — | — | $33K | 0.3% | |
| American Funds New Perspective R6 Fund | Mutual Funds | — | — | $30K | 0.2% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $25K | 0.2% | |
| value * Mutual Funds (held by Fidelity Management Trust Company) PIMCO Low Duration Income Fund ** $ | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $17K | 0.1% | |
| Fidelity Multi-Asset Index Fund | Common Collective Trusts | — | — | $14K | 0.1% | |
| Vanguard Inflation-Protected Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
