Walker Forge, Inc., Precision Thermal Processing, Inc., and W.T. Walker Group, Inc.

Form 5500 Data

Walker Forge, Inc., Precision Thermal Processing, Inc., and W.T. Walker Group, Inc.

67
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
67
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (41)
Average in Peer Group (73)
Highest in Peer Group (90)

Plan Description

W.T. Walker Group, Inc. 401k Personal Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 67. This plan is in the top 15% of plans for Account Balances and Total Plan Cost. W.T. Walker Group, Inc. 401k Personal Savings Plan currently has over 300 active participants and over $31.7M in plan assets.

Did you know?

For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (67) and the top rated plan (90) could equate to:
13
Additional years of work
133,517
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 222 East Erie Street, Suite 300
  • Location
    Milwaukee , WI
  • 53202
  • Industry
    Offices of Other Holding Companies
  • Administrator
    Mark Gelhaus
  • Net Plan Assets
    $31,700,000
  • Total Participants
    400
  • Avg Account Balance
    $100,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Above Average

Peer Group Plans

Company Rating
Arbor Realty SR 76.9
RSR 74.4
Griswold Industries 71.8
Conwed Plastics, LLC 70.8
Merchants Financial Group 68.5
Alliance Holdings 67.4

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard 500 Index 26%
15%
JPMorgan SmartRetirement 23%
64%
JPMorgan Stable Asset Income 10%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
JPMorgan
Auditor
CliftonLarsonAllen LLP

Articles and Questions

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