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Original filing (PDF)20251014051554NAL0004675506001
WALKER MANUFACTURING GROUP, LLC
Form 5500
FILING_RECEIVED
WALKER MANUFACTURING GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
166
Accounts w/ balance
118
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALKER MANUFACTURING GROUP, LLC.
Plan sponsor
Name
WALKER MANUFACTURING GROUP, LLC
EIN
88-1878754
Address
1345 NORWOOD AVE · ITASCA, IL · 60143
Phone
(909) 969-2151
Industry
Manufacturingsee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PBG FINANCIAL SERVICES PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT, LLC | 46-5576228 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
Investments
24 direct securities· $7.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.7M | 22.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.1M | 15.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $773K | 10.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $770K | 10.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $684K | 9.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $462K | 6.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $399K | 5.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $380K | 5.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $291K | 3.9% | |
| BLACKROCK HIGH YIELD K 264 REGISTERED INVESTMENT COMPANY VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $257K | 3.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $147K | 2.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $69K | 0.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $64K | 0.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $50K | 0.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $45K | 0.6% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $25K | 0.3% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $24K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $23K | 0.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $17K | 0.2% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| VANGUARD SHORT TERM INV GR ADM 716 REGISTERED INVESTMENT COMPANY PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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