Original filing (PDF)20251015144352NAL0005169297001

J & W WALKER FARMS, INC.

Name: J & W WALKER FARMS, INC. — J & W WALKER FARMS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: J & W WALKER FARMS, INC.

Form 5500

FILING_RECEIVED

J & W WALKER FARMS, INC. 401(K) PLAN

401(k) retirement plan

Signals · 2

Possibly inadequate fidelity bond92% in single holding

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

How this plan invests

This plan

2 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade A

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J & W WALKER FARMS, INC..

Plan sponsor

Name

J & W WALKER FARMS, INC.

EIN

93-0870007

Address

P.O. BOX 830 · MERRILL, OR · 97633

Phone

(541) 723-2600

Industry

Transportation & Warehousingsee 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$4K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FARMER & BETTS, INC.	94-3322438	TACOMA, WA	CONTRACT ADMIN	$6K	—

Investments

1 direct security · 2 pooled funds· $3.2M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$3.0M

2 holdings

Other securities

$149K

1 holding

					% of plan
HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$2.9M	87.5%
maturing through October 2029 0	Other securities	—	—	$149K	4.4%
SEPARATE ACCOUNT K2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$90K	2.7%