LETI Wilcox signed Walker Manufacturing Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walker Manufacturing Group, LLC's EIN is 88-1878754.
Download the official 2024 Form 5500 (PDF) for Walker Manufacturing Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walker Manufacturing Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT, LLC | 46-5576228 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
