2023 Form 5500 filing — The W. I. S. International 401(K) 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 20241014144654NAL0013472915001) for The W. I. S. International 401(K) Savings Plan, reported by Retail Services Wis Corporation under EIN 82-1186785 and plan number 001. It reports 6,117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144654NAL0013472915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retail Services Wis Corporation
- EIN
- 82-1186785
- Plan number
- 001
- Location
- Lewisville, TX
- Participants
- 6,117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $241,273,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $241,273,548
- Employer contributions
- $4,049,861
- Participant contributions
- $13,995,604
- Total income / additions
- $52,785,706
- Benefits paid
- $24,022,287
- Administrative expenses
- $559,664
- Total expenses
- $25,350,644
- Net increase / (decrease)
- $27,435,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $402,677 | $0 |
| Onedigital Investment Advisors LLC | NONE | $79,601 | not reported in the loaded dataset |
| Resources Invest Advisors LLC | NONE | $76,633 | not reported in the loaded dataset |
| Crowe Llp | NONE | $15,854 | not reported in the loaded dataset |