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Original filing (PDF)20251015090612NAL0002143987001
WALKER-MILLER ENERGY SERVICES, LLC
Form 5500
FILING_RECEIVED
WALKER-MILLER ENERGY SERVICES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
187
Accounts w/ balance
184
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALKER-MILLER ENERGY SERVICES, LLC.
Plan sponsor
Name
WALKER-MILLER ENERGY SERVICES, LLC
EIN
38-3381940
Address
8045 2ND AVENUE · DETROIT, MI · 48202
Phone
(313) 366-8535
Industry
Wholesale 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
2025-10-15
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISONARY PARTNERS LLC | — | SYLVANIA, OH | INVESTMENT ADVISOR | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT LAKES PENSION ASSOCIATES. | — | FARMINGTON HILLS, MI | CONTRACT ADMIN | $10K | — |
Investments
30 direct securities · 1 pooled fund· $6.4M(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
$6.4M
29 holdings
Mutual Funds
$9K
1 holding
Common Collective Trust
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom Blend 2040 Fund Class Z6 N/R | — | — | — | $905K | 14.1% | |
| Fidelity Advisor Freedom Blend 2055 Fund Class Z6 N/R | — | — | — | $892K | 13.9% | |
| Fidelity Advisor Freedom Blend 2050 Fund Class Z6 N/R | — | — | — | $798K | 12.4% | |
| Fidelity Advisor Freedom Blend 2035 Fund Class Z6 N/R | — | — | — | $678K | 10.5% | |
| Dreyfus Government Management Fund Inst. Class N/R 188 Fidelity 500 Index Fund N/R | — | — | — | $570K | 8.8% | |
| Fidelity Advisor Freedom Blend 2025 Fund Class Z6 N/R | — | — | — | $458K | 7.1% | |
| Fidelity Advisor Freedom Blend 2030 Fund Class Z6 N/R | — | — | — | $455K | 7.1% | |
| Fidelity Advisor Freedom Blend 2045 Fund Class Z6 N/R | — | — | — | $405K | 6.3% | |
| BlackRock Technology Opportunities Fund Class K N/R | — | — | — | $271K | 4.2% | |
| Fidelity Advisor Freedom Blend 2020 Fund Class Z6 N/R | — | — | — | $247K | 3.8% | |
| Fidelity Advisor Freedom Blend 2060 Fund Class Z6 N/R | — | — | — | $219K | 3.4% | |
| Insurance Company * Participant Loans Interest rates: 5.25% - 10.50% $0 | — | — | — | $152K | 2.4% | |
| Fidelity Advisor Freedom Blend 2065 Fund Class Z6 N/R | — | — | — | $145K | 2.2% | |
| American Funds New Perspective Growth Fund Class R6 N/R | — | — | — | $46K | 0.7% | |
| BlackRock Mid-Cap Growth Equity Fund Class K N/R | — | — | — | $27K | 0.4% | |
| American Funds Bond Fund of America Fund Class R6 N/R | — | — | — | $26K | 0.4% | |
| JPMorgan U.S. Value Fund Class R6 N/R | — | — | — | $23K | 0.4% | |
| MFS Institutional Diversification Fund Class E6 N/R | — | — | — | $18K | 0.3% | |
| American Funds American Balanced Fund Class R6 N/R | — | — | — | $17K | 0.3% | |
| Fidelity Advisor International N/R 497 Fidelity Mid Cap Index Fund N/R | — | — | — | $14K | 0.2% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $11K | 0.2% | |
| Allspring Small Company Value Fund Class R6 N/R | Mutual Funds | — | — | $9K | 0.1% | |
| Allspring Special Mid Cap Value Fund Class R6 N/R | — | — | — | $9K | 0.1% | |
| Janus Henderson Janus Henderson Multi-Sector Income N/R | — | — | — | $8K | 0.1% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6K | 0.1% | |
| PGIM Jennison Utility Fund Class R6 N/R | — | — | — | $6K | <0.1% | |
| Brandywine Global Brandywine Global High Yield N/R | — | — | — | $4K | <0.1% | |
| Fidelity Advisor Freedom Blend 2015 Fund Class Z6 N/R | — | — | — | $4K | <0.1% | |
| PIMCO International Bond Fund Inst. N/R | — | — | — | $2K | <0.1% | |
| American Funds Inflation Linked Bond Fund Class R6 N/R | — | — | — | $2K | <0.1% | |
| Great-West Life & Annuity EI Fixed Account - Series Class I N/R | — | — | — | $1K | <0.1% |
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