Willard Walker signed W.T. Walker Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
W.T. Walker Group, Inc.'s EIN is 39-0796544.
Download the official 2024 Form 5500 (PDF) for W.T. Walker Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W.T. Walker Group, Inc.'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $16.2M | 30.9% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $6.0M | 11.4% | |
| T. Rowe Price T. Rowe Price All-Cap Opportunities I | Other securities | — | — | $3.8M | 7.3% | |
| Blackrock Mid-Cap Growth Equity K | Other securities | — | — | $2.8M | 5.3% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $2.4M | 4.5% | |
| WCM Focused International Growth INSTL | Other securities | — | — | $2.4M | 4.5% | |
| Vanguard Explorer | Mutual Funds | — | — | $2.3M | 4.4% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $2.2M | 4.2% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $1.5M | 2.9% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $1.5M | 2.8% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $1.5M | 2.8% | |
| MFS New Discovery Value | Mutual Funds | — | — | $1.4M | 2.7% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $1.2M | 2.2% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $970K | 1.8% | |
| JPMorgan Core Plus Bond | Other securities | — | — | $934K | 1.8% | |
| Vanguard Interm-Term Bond Index | Mutual Funds | — | — | $777K | 1.5% | |
| Vanguard US Growth Adm | Mutual Funds | — | — | $728K | 1.4% | |
| Participants Participant Loans Rates from 5.25% - 10.50% - | Bonds / Notes | — | — | $713K | 1.4% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $659K | 1.3% | |
| VanEck CM Commodity Index | Other securities | — | — | $525K | 1.0% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $410K | 0.8% | |
| Victory NASDAQ-100 Index | Other securities | — | — | $405K | 0.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $347K | 0.7% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $319K | 0.6% | |
| JPMorgan Large Cap Value | Other securities | — | — | $294K | 0.6% | |
| American Funds American Funds New World | Mutual Funds | — | — | $102K | 0.2% | |
| T. Rowe Price T. Rowe Price US Equity Research | Other securities | — | — | $87K | 0.2% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $73K | 0.1% | |
| Nuveen Lifecycle Index Retirement Income R6 | Mutual Funds | — | — | $16K | <0.1% | |
| Investco Equally-Weighted S&P 500 | Common Collective Trusts | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
