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Sponsor portfolioTH

WALKER CONSULTANTS, INC.

EIN 38-1782774-Latest filing 2025
Plans
2
Retirement
1
$108.8M assets
Welfare
1
$369K premiums
Participants
935
650 TRADE CENTRE WAY, SUITE 325 - PORTAGE, MI 49002269-381-6080
Plans on this EIN
2 filings
#001401k-$108.8M - 496 part#502Mixed-$369K - 439 lives

Benefits portfolio analytics

1 plan / $369K premiums / 439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$369K
  • Life$335K
  • Long-term disability$335K
Total $369K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA91%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY9%
Total $369K2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • HUB INTERNATIONAL MIDWEST LIMITED74%
  • JAMES R NELLIGAN & ASSOCIATES LLC25%
  • STOKES TRAVIS1%
  • THOMAS C SMITH0%
Total $61K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WALKER 401(K) AND PROFIT SHARING PLAN

401k

Assets$108.8M
Participants496
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WALKER CONSULTANTS, INC. EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$369K
Covered lives439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALKER 401(K) AND PROFIT SHARING PLAN401k$108.8M4962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WALKER CONSULTANTS, INC. EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$369K4392025
Retirement plans
Welfare plans
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