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Original filing (PDF)20250731103520NAL0006926640001
WILKINSON BARKER KNAUER, LLP
Form 5500
FILING_RECEIVED
WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
123
Accounts w/ balance
160
Plan assets (EOY)
$67.2M
Net assets (EOY)
$67.2M
How this plan invests
This plan
10 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: NT COL SANDP 500 IDX FD - DC - NL - (no filing on disk)]" is 36% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILKINSON BARKER KNAUER, LLP.
Plan sponsor
Name
WILKINSON BARKER KNAUER, LLP
EIN
52-1264167
Address
1800 M STREET NW SUITE 800N · WASHINGTON, DC · 20036
Phone
(202) 783-4141
Industry
Law Offices· Professional & Technical Servicessee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $54K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $433 | — |
Investments
6 direct securities · 10 pooled funds· $35.2M(52% 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.
Common Collective Trust
$28.2M
9 holdings
Pooled Separate Account
$4.5M
1 holding
Uncategorized
$2.5M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COL SANDP 500 IDX FD - DC - NL - NORTHERN FUNDS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $11.7M | 17.4% | |
| NT COL EXT EQ MKT IDX FD - DC - NL NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $4.6M | 6.8% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $4.5M | 6.7% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.7M | 4.1% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $2.5M | 3.7% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $2.5M | 3.7% | |
| NT COL ACWI EX-US IMI FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $2.0M | 3.0% | |
| FIAM BROAD MARKET DURATION POOL | — | — | — | $2.0M | 3.0% | |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $1.0M | 1.5% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $859K | 1.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $352K | 0.5% | |
| FIAM HIGH YIELD BOND COMMINGLED POO | — | — | — | $189K | 0.3% | |
| FIAM FLOATING RATE HIGH INCOME COMM | — | — | — | $149K | 0.2% | |
| FIAM EMERGING MARKETS DEBT COMMINGL | — | — | — | $72K | 0.1% | |
| FIAM GLOBAL CREDIT EX-U.S. HEDGED C | — | — | — | $64K | <0.1% | |
| FIDELITY REAL ESTATE HIGH INCOME FU | — | — | — | $54K | <0.1% |
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