2023 Form 5500 filing — Wesco Distribution, Inc. Retirement Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004094133NAL0005594803001) for Wesco Distribution, Inc. Retirement Savings Plan, reported by Wesco Distribution, Inc. under EIN 25-1723345 and plan number 001. It reports 17,519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004094133NAL0005594803001
Filing year
2023
Form type
2
Plan sponsor
Wesco Distribution, Inc.
EIN
25-1723345
Plan number
001
Location
Pittsburgh, PA
Participants
17,519
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,716,071,983
Total liabilities (EOY)
$100,873
Net assets (EOY)
$1,715,971,110
Employer contributions
$56,043,394
Participant contributions
$102,174,001
Total income / additions
$455,777,160
Benefits paid
$163,651,582
Administrative expenses
$856,875
Total expenses
$164,605,632
Net increase / (decrease)
$291,171,528
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$452,616$0
Strategic Advisors, Inc.ADVISOR$174,708not reported in the loaded dataset
BdoCONSULTANT$133,698not reported in the loaded dataset
Cook Street Consulting IncCONSULTANT$96,875not reported in the loaded dataset

Related Form 5500 pages