Wwex Retirement Plan — Form 5500 plan (Wwex Uni Topco Holdings, 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, Wwex Retirement Plan is a benefit plan reported by Wwex Uni Topco Holdings, LLC under EIN 32-0780833 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,992 participants and $97,091,207 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wwex Uni Topco Holdings, LLC
EIN
32-0780833
Plan number
002
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
1,992
End-of-year plan assets
$97,091,207

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,992H, C20241008095841NAL0008236947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,091,207
Total liabilities (EOY)
$0
Net assets (EOY)
$97,091,207
Net assets (BOY)
$28,757,619

Income & contributions

Employer contributions
$3,313,815
Participant contributions
$10,969,572
Total contributions
$15,708,239
Total income / additions
$31,377,928

Expenses & distributions

Benefits paid
$10,675,885
Administrative expenses
$168,675
Total expenses
$10,844,560
Net increase / (decrease)
$20,533,368

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$90,976$02023
Resource Investment Advisors LLCNONE$52,500not reported in the loaded dataset2023
Baker Tilly Us LlpNONE$21,525not reported in the loaded dataset2023

Related Form 5500 pages