2023 Form 5500 filing — Wwex Retirement 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 20241008095841NAL0008236947001) for Wwex Retirement Plan, reported by Wwex Uni Topco Holdings, LLC under EIN 32-0780833 and plan number 002. It reports 1,992 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008095841NAL0008236947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wwex Uni Topco Holdings, LLC
- EIN
- 32-0780833
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 1,992
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,091,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,091,207
- Employer contributions
- $3,313,815
- Participant contributions
- $10,969,572
- Total income / additions
- $31,377,928
- Benefits paid
- $10,675,885
- Administrative expenses
- $168,675
- Total expenses
- $10,844,560
- Net increase / (decrease)
- $20,533,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $90,976 | $0 |
| Resource Investment Advisors LLC | NONE | $52,500 | not reported in the loaded dataset |
| Baker Tilly Us Llp | NONE | $21,525 | not reported in the loaded dataset |