Wesco Distribution, Inc. Retirement Savings Plan — Form 5500 plan (Wesco Distribution, Inc.)
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, Wesco Distribution, Inc. Retirement Savings Plan is a benefit plan reported by Wesco Distribution, Inc. under EIN 25-1723345 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,519 participants and $1,716,071,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wesco Distribution, Inc.
- EIN
- 25-1723345
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 17,519
- End-of-year plan assets
- $1,716,071,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,519 | H, C | 20241004094133NAL0005594803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,716,071,983
- Total liabilities (EOY)
- $100,873
- Net assets (EOY)
- $1,715,971,110
- Net assets (BOY)
- $1,424,799,582
Income & contributions
- Employer contributions
- $56,043,394
- Participant contributions
- $102,174,001
- Total contributions
- $186,418,430
- Total income / additions
- $455,777,160
Expenses & distributions
- Benefits paid
- $163,651,582
- Administrative expenses
- $856,875
- Total expenses
- $164,605,632
- Net increase / (decrease)
- $291,171,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $452,616 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $174,708 | not reported in the loaded dataset | 2023 |
| Bdo | CONSULTANT | $133,698 | not reported in the loaded dataset | 2023 |
| Cook Street Consulting Inc | CONSULTANT | $96,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wesco Distribution, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Bdo — Schedule C compensation
- Cook Street Consulting Inc — Schedule C compensation