Back to filter
Original filing (PDF)20231013120244NAL0022620003001
WALKERS, INC.
Form 5500
FILING_RECEIVED
WALKERS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
97
Accounts w/ balance
115
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
12 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALKERS, INC..
Plan sponsor
Name
WALKERS, INC.
EIN
47-0361768
Address
4320 S 94TH ST · OMAHA, NE · 68127
Phone
(402) 558-3677
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-12-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | NONE | $60 | — |
Investments
12 pooled funds· $3.3M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $3.3M | 100.0% |
| SECURIAN AM S&P 500 INDEX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 011 | Pooled Separate Account | $0 | <0.1% |
| DISCIPLINED GRO MID CAP GRO MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 059 | Pooled Separate Account | $0 | <0.1% |
| DFA US LARGE CAP VALUE PORT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 105 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD INTERM BOND IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 113 | Pooled Separate Account | $0 | <0.1% |
| VGD WELLESLEY INC ADMIRAL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 115 | Pooled Separate Account | $0 | <0.1% |
| DFA U.S. SM CAP VAL PORT, INS MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 167 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD MID CAP INDEX ADMIRAL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 174 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD MID-C VAL IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 176 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD SMALL-CAP IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 178 | Pooled Separate Account | $0 | <0.1% |
| TIAA-CREF INTL EQ IDX INSTL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 788 | Pooled Separate Account | $0 | <0.1% |
| BNY MELLON NATURAL RESOURCES I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 790 | Pooled Separate Account | $0 | <0.1% |
Related plans
Other plans using MINNESOTA LIFE INSURANCE COMPANY
SECURIAN FINANCIAL GROUP, INC.
SECURIAN FINANCIAL GROUP, INC. RETIREMENT PLAN
$1.2B · 2,702 participants
AMERICAN ACADEMY OF PEDIATRICS
AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES' RETIREMENT PLAN
$214.2M · 533 participants
EDWARD DON & COMPANY
THE EDWARD DON & COMPANY COMPREHENSIVE PROFIT SHARING AND SAVINGS PLAN
$137.2M · 193 participants
RSP ARCHITECTS, LTD
RSP ARCHITECTS, LTD. RETIREMENT SAVINGS PLAN AND TRUST
$88.4M · 320 participants
CHEMTRADE LOGISTICS
CHEMTRADE CHEMICALS CORPORATION CONSOLIDATED PENSION PLAN
$87.8M · 50 participants
MEMBER COOPERATIVES OF CHS INC
PENSION PLAN FOR COOPERATIVES
$83.8M · 830 participants
Similar-size Other Services (ex. Public Admin) plans
KIMMEL CORPORATION
KIMMEL CORPORATION 401(K) PLAN
$3.3M · 52 participants
CURR INC.
CURR INC 401(K) PROFIT SHARING PLAN AND TRUST
$3.3M · 25 participants
BEST CLEANERS, INC.
BEST CLEANERS, INC. RETIREMENT PLAN
$3.4M · 65 participants
HOSPITAL CENTRAL SERVICES COOPERATIVE, INC.
HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. RETIREMENT SAVINGS PLAN
$3.4M · 514 participants
ZIKER CLEANERS, INC.
ZIKER CLEANERS, INC. PROFIT SHARING PLAN
$3.2M · 36 participants
THE DRY CLEANER BY VAL, INC.
THE DRY CLEANER BY VAL, INC. 401(K) PROFIT SHARING PLAN
$3.2M · 30 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants