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Original filing (PDF)20250731163701NAL0008897216001
WHITMAN-WALKER CLINIC, INC.
Form 5500
FILING_RECEIVED
WHITMAN-WALKER HEALTH 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
311
Accounts w/ balance
280
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITMAN-WALKER CLINIC, INC..
Plan sponsor
Name
WHITMAN-WALKER CLINIC, INC.
DBA
DBA WHITMAN-WALKER HEALTH
EIN
52-1122122
Address
1377 R STREET NW · WASHINGTON, DC · 20009
Phone
(202) 745-7000
Industry
Health Care & Social Assistancesee 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
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
| MAP RETIREMENT USA LLC | 86-3678481 | — | CONTRACT ADMINISTRATOR | $100 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
Investments
44 direct securities· $25.4M(100% of reported assets)
Uncategorized
$22.6M
43 holdings
Mutual Funds
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Service Company Am Fds Trgt Dte Rtm 2040 R3 Fd | Mutual Funds | — | — | $2.8M | 10.8% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2045 R3 Fd | — | — | — | $2.7M | 10.7% | |
| Principal Funds Inc Prin LgCap S&P 500 Idx R4 Fund | — | — | — | $2.5M | 9.8% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2050 R3 Fd | — | — | — | $2.3M | 9.0% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2030 R3 Fd | — | — | — | $2.1M | 8.3% | |
| The American Funds Am Fds Trgt Dte Rtm 2055 R3 Fd | — | — | — | $1.8M | 7.1% | |
| Alliance Bernstein AB Large Cap Growth R Fund | — | — | — | $1.1M | 4.2% | |
| The American Funds American Fds Am Mut R3 Fd | — | — | — | $1.0M | 4.1% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2035 R3 Fd | — | — | — | $930K | 3.7% | |
| Principal Funds Inc. Principal Fixed Income | — | — | — | $816K | 3.2% | |
| Principal Funds Inc Principal Int’l Eq Index R4 Fd | — | — | — | $575K | 2.3% | |
| The American Funds Am Fds EuroPacific Grth R3 Fd | — | — | — | $574K | 2.3% | |
| Fidelity Investments Fidelity Adv Total Bond M Fd | — | — | — | $555K | 2.2% | |
| Principal Funds Inc Principal Capital App R5 Fund | — | — | — | $528K | 2.1% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2020 R3 Fd | — | — | — | $526K | 2.1% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2060 R3 Fd | — | — | — | $493K | 1.9% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2025 R3 Fd | — | — | — | $477K | 1.9% | |
| Principal Funds Inc Prin MidCap S&P 400 Idx R4 Fd | — | — | — | $430K | 1.7% | |
| Principal Funds Inc Prin SmCap S&P 600 Idx R4 Fund | — | — | — | $381K | 1.5% | |
| American Funds Service Company Am Fds New Persp R3 Fund | — | — | — | $367K | 1.4% | |
| The American Funds Am Fnds Bnd of Am R3 Fund | — | — | — | $313K | 1.2% | |
| Heartland Mutual Funds Heartland Mid Cap Val Inv Fd | — | — | — | $312K | 1.2% | |
| Macquarie Mid Cap Growth R Fund | — | — | — | $272K | 1.1% | |
| JP Morgan Funds JP Morgan Sm Cap Value R3 Fund | — | — | — | $259K | 1.0% | |
| Janus International Holding, LLC JanusHenderson Triton S | — | — | — | $233K | 0.9% | |
| American Funds Service Company Amer Funds New World R3 Fund | — | — | — | $228K | 0.9% | |
| Participant Loans 10.50% - | — | — | — | $216K | 0.9% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2065 R3 Fd | — | — | — | $180K | 0.7% | |
| PIMCO Funds PIMCO Income R Fund | — | — | — | $113K | 0.4% | |
| PGIM Investments PGIM High Yield R2 Fund | — | — | — | $89K | 0.3% | |
| Voya Financial Voya Growth and Income Port I | — | — | — | $86K | 0.3% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2010 R3 Fd | — | — | — | $58K | 0.2% | |
| Voya Financial Voya Large Cap Growth Prt Ins | — | — | — | $45K | 0.2% | |
| VY Invesco VY TRwPr Divr MdCp Gr Pt I | — | — | — | $31K | 0.1% | |
| Voya Financial Voya Glob insights Port Init | — | — | — | $20K | <0.1% | |
| Invesco VI Amr Franchise Fd I | — | — | — | $17K | <0.1% | |
| Voya Financial Fixed Account (4550) | — | — | — | $3K | <0.1% | |
| Voya Financial Voya Large Cap Growth Prt Ins | — | — | — | $3K | <0.1% | |
| Voya Financial Voya Index Plus LargeCap Prt I | — | — | — | $2K | <0.1% | |
| Voya Financial Voya Balanced Income Port Ins | — | — | — | $2K | <0.1% | |
| Volvo VoylntlHiDivlow Vol Port-In | — | — | — | $2K | <0.1% | |
| Voya Financial Voya Growth and Income Port I | — | — | — | $2K | <0.1% | |
| Voya Financial Voya Balanced Portfolio I | — | — | — | $1K | <0.1% | |
| Voya Financial Voya Gov Money Market Port I | — | — | — | $1K | <0.1% |