Wilton Brands LLC Retirement Plan — Form 5500 plan (Wilton Brands LLC)
Plain-English plan 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, Wilton Brands LLC Retirement Plan is a benefit plan reported by Wilton Brands LLC under EIN 20-4255723 and plan number 001. The latest loaded filing year is 2023. The filing reports 817 participants and $59,294,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilton Brands LLC
- EIN
- 20-4255723
- Plan number
- 001
- Plan type
- 2
- Location
- Naperville, IL
- Latest filing year
- 2023
- Participants
- 817
- End-of-year plan assets
- $59,294,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 817 | H, C | 20240801114826NAL0038750832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,294,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,294,826
- Net assets (BOY)
- $54,619,813
Income & contributions
- Employer contributions
- $559,820
- Participant contributions
- $2,460,453
- Total contributions
- $3,415,945
- Total income / additions
- $12,948,926
Expenses & distributions
- Benefits paid
- $8,136,983
- Administrative expenses
- $110,684
- Total expenses
- $8,273,913
- Net increase / (decrease)
- $4,675,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $66,165 | $0 | 2023 |
| Raymond James Financial Services | ADVISOR | $44,519 | not reported in the loaded dataset | 2023 |