2023 Form 5500 filing — Caliber Holdings Corporation 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 20241014150548NAL0054107250001) for Caliber Holdings Corporation Retirement Savings Plan, reported by Wand Newco 3, Inc. under EIN 82-2856885 and plan number 001. It reports 34,006 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150548NAL0054107250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wand Newco 3, Inc.
- EIN
- 82-2856885
- Plan number
- 001
- Location
- Lewisville, TX
- Participants
- 34,006
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $695,237,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $695,237,495
- Employer contributions
- $28,343,060
- Participant contributions
- $109,371,539
- Total income / additions
- $236,612,691
- Benefits paid
- $52,400,537
- Administrative expenses
- $1,664,834
- Total expenses
- $54,065,371
- Net increase / (decrease)
- $182,547,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $1,566,742 | $0 |
| Sageview Advisory Group LLC | CONSULTANT | $40,217 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause Llp | AUDITOR | $34,125 | not reported in the loaded dataset |
| Capfinancial Partners LLC | ADVISOR | $23,750 | not reported in the loaded dataset |