Jim Schneringer signed Walton Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walton Enterprises, LLC's EIN is 62-1665434.
Download the official 2024 Form 5500 (PDF) for Walton Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walton Enterprises, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$21K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FRDM BLND 2040 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $11.4M | 10.5% | |
| FID FRDM BLND 2050 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $10.6M | 9.7% | |
| FID FRDM BLND 2025 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $10.6M | 9.7% | |
| FID 500 Index Mutual Fund | Common Collective Trusts | — | — | $10.0M | 9.2% | |
| FID FRDM BLND 2045 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $9.9M | 9.1% | |
| FID FRDM BLND 2055 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $9.0M | 8.3% | |
| FID FRDM BLND 2035 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $7.1M | 6.6% | |
| FID FRDM BLND 2030 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $5.2M | 4.8% | |
| FID Blue Chip Gr K Mutual Fund | Mutual Funds | — | — | $5.1M | 4.7% | |
| Gabelli Us Mm I Interest Bearing Cash | Cash / Money Market | — | — | $3.5M | 3.2% | |
| Baird Core Plus Inst Mutual Fund | Other securities | — | — | $3.1M | 2.9% | |
| FID FRDM BLND 2060 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $3.0M | 2.8% | |
| Vang Dev Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2.9M | 2.7% | |
| Vang Equity Inc Adm Mutual Fund | Common Stocks | — | — | $2.4M | 2.2% | |
| Van Ftse Soc Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2.0M | 1.8% | |
| FID Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $1.8M | 1.7% | |
| FID Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $1.7M | 1.5% | |
| FID Emerging Mkts K Mutual Fund | Mutual Funds | — | — | $1.6M | 1.5% | |
| Crln E Mid Cap Gr R6 Mutual Fund | Other securities | — | — | $1.3M | 1.2% | |
| Am Cent Sm Cap Gr R6 Mutual Fund | Other securities | — | — | $1.3M | 1.2% | |
| Notes receivable from participants Bearing interest at 3.25%-8.50% - | Bonds / Notes | — | — | $1.1M | 1.0% | |
| FID FRDM BLND 2020 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $812K | 0.7% | |
| Ld Abt Sh Dtn Inc R6 Mutual Fund | Common Stocks | — | — | $805K | 0.7% | |
| LD Abt Bond Dbntr R6 Mutual Fund | U.S. Treasuries | — | — | $630K | 0.6% | |
| C&S Inst Realty Shs Mutual Fund | Common Stocks | — | — | $624K | 0.6% | |
| Vang Smcpvl Idx Adm Mutual Fund | Common Collective Trusts | — | — | $585K | 0.5% | |
| Vang Mdcpval Idx Adm Mutual Fund | Common Collective Trusts | — | — | $532K | 0.5% | |
| FID FRDM BLEND INC R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $93K | <0.1% | |
| FID FRDM BLND 2015 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $8K | <0.1% | |
| FID FRDM BLND 2010 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $2K | <0.1% | |
| FID FRDM BLND 2005 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
