How big is Walker & Dunlop, LLC's plan?

Walker & Dunlop, LLC's plan reported $260.4M in assets and 1,366 participants for 2024.

Original filing (PDF)20250903071820NAL0008910051001

Walker & Dunlop, LLC

Name: Walker & Dunlop, LLC — Walker & Dunlop, LLC, Form 5500 (2024)
Creator: Walker & Dunlop, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Walker & Dunlop, LLC Retirement Savings Plan

401(k) retirement plan · Walker & Dunlop, LLC's Walker & Dunlop, LLC Retirement Savings Plan held $260.4M in plan assets for 1,366 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,366

Accounts w/ balance

1,748

Plan assets (EOY)

$260.4M

Net assets (EOY)

$260.4M

People on this filing

Christine Hayes signed Walker & Dunlop, LLC's 2024 Form 5500 as plan administrator.

Christine Hayes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Walker & Dunlop, LLC's EIN is 80-0312140.

EIN 80-0312140

Plan number 001

Plan year 2024

ACK ID 20250903071820NAL0008910051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walker & Dunlop, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walker & Dunlop, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALKER & DUNLOP, LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

WALKER & DUNLOP, LLC

EIN

all filings

Address

7272 WISCONSIN AVE STE 1300 · BETHESDA, MD · 208146531

Phone

(301) 215-5500

Industry

Finance & Insurance

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

2025-09-03

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$92K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	43-1451524	—	ADVISOR	$68K	—

Investments

34 direct securities· $259.8M(100% of reported assets)

Mutual Funds

$165.5M

20 holdings

Common Collective Trusts

$69.4M

5 holdings

Other securities

$24.9M

9 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$46.8M	18.0%
Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$26.9M	10.3%
American Funds 2045 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$20.6M	7.9%
American Funds 2050 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$18.7M	7.2%
American Funds 2055 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$18.3M	7.0%
American Funds 2040 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$13.6M	5.2%
Vanguard Equity-Income Fund Admiral Shares	Mutual Funds	—	—	$12.7M	4.9%
American Funds 2060 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$12.2M	4.7%
American Funds 2035 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$10.5M	4.0%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$8.3M	3.2%
Fidelity International Index Fund	Common Collective Trusts	—	—	$8.3M	3.2%
American Funds 2025 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$6.8M	2.6%
Delaware Ivy Mid Cap Growth Fund Class R6	Other securities	—	—	$6.1M	2.3%
American Funds 2030 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$5.9M	2.2%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$5.7M	2.2%
New York Life Anchor Account	Other securities	—	—	$4.7M	1.8%
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class	Other securities	—	—	$4.5M	1.7%
American Funds Bond Fund of Amer R6	Mutual Funds	—	—	$3.7M	1.4%
American Century Small Cap Value Fund R6 Class	Other securities	—	—	$3.2M	1.2%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$3.0M	1.2%
American Funds New World Fund® Class R-6	Mutual Funds	—	—	$2.6M	1.0%
American Funds 2020 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$2.4M	0.9%
American Century Mid Cap Value Fund R6 Class	Other securities	—	—	$2.2M	0.9%
Fidelity Government Income Fund	Mutual Funds	—	—	$2.1M	0.8%
Fidelity ® International Capital Appreciation K6	Mutual Funds	—	—	$1.9M	0.7%
Notes receivable from participants	Other securities	—	—	$1.8M	0.7%
MFS Global Real Estate Fund Class R6	Mutual Funds	—	—	$1.6M	0.6%
American Funds 2010 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.2M	0.4%
BlackRock High Yield Bond Portfolio Institutional Shares	Other securities	—	—	$1.0M	0.4%
BlackRock Sustainable Advantage Large Cap Core Fund Institutional Shares	Other securities	—	—	$851K	0.3%
Invesco EQV International Equity R6	Mutual Funds	—	—	$738K	0.3%
AB Global Bond Fund Advisor Class	Other securities	—	—	$530K	0.2%
Calvert International Responsible Index Fund Class I	Common Collective Trusts	—	—	$279K	0.1%
American Funds 2015 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$33K	<0.1%