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Original filing (PDF)20250930155432NAL0005573139001
W.T. WALKER GROUP, INC.
Form 5500
FILING_RECEIVED
W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
341
Accounts w/ balance
282
Plan assets (EOY)
$52.5M
Net assets (EOY)
$52.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard 500 Index Fund" is 31% of plan.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W.T. WALKER GROUP, INC..
Plan sponsor
Name
W.T. WALKER GROUP, INC.
EIN
39-0796544
Address
222 E ERIE STR STE 300 · MILWAUKEE, WI · 53202
Phone
(414) 223-2000
Industry
Management of Companies / Holdingssee 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
2025-09-30
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $10K | — |
Investments
29 direct securities · 1 pooled fund· $52.5M(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
$50.1M
29 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $16.2M | 30.9% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $6.0M | 11.4% | |
| T. Rowe Price T. Rowe Price All-Cap Opportunities I | — | — | — | $3.8M | 7.3% | |
| Blackrock Mid-Cap Growth Equity K | — | — | — | $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 | — | — | — | $2.4M | 4.5% | |
| Vanguard Explorer | — | — | — | $2.3M | 4.4% | |
| Vanguard Mid-Cap Value Index | — | — | — | $2.2M | 4.2% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $1.5M | 2.9% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $1.5M | 2.8% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $1.5M | 2.8% | |
| MFS New Discovery Value | — | — | — | $1.4M | 2.7% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $1.2M | 2.2% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $970K | 1.8% | |
| JPMorgan Core Plus Bond | — | — | — | $934K | 1.8% | |
| Vanguard Interm-Term Bond Index | — | — | — | $777K | 1.5% | |
| Vanguard US Growth Adm | — | — | — | $728K | 1.4% | |
| Participants Participant Loans Rates from 5.25% - 10.50% - | — | — | — | $713K | 1.4% | |
| Vanguard Mid Cap Index | — | — | — | $659K | 1.3% | |
| VanEck CM Commodity Index | — | — | — | $525K | 1.0% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $410K | 0.8% | |
| Victory NASDAQ-100 Index | — | — | — | $405K | 0.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $347K | 0.7% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $319K | 0.6% | |
| JPMorgan Large Cap Value | — | — | — | $294K | 0.6% | |
| American Funds American Funds New World | — | — | — | $102K | 0.2% | |
| T. Rowe Price T. Rowe Price US Equity Research | — | — | — | $87K | 0.2% | |
| Vanguard Total International Stock Index Fund | — | — | — | $73K | 0.1% | |
| Nuveen Lifecycle Index Retirement Income R6 | — | — | — | $16K | <0.1% | |
| Investco Equally-Weighted S&P 500 | — | — | — | $14K | <0.1% |
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