Wendel 401k Plan — Form 5500 plan (Wendel, 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, Wendel 401k Plan is a benefit plan reported by Wendel, LLC under EIN 35-2461920 and plan number 002. The latest loaded filing year is 2023. The filing reports 374 participants and $38,705,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wendel, LLC
EIN
35-2461920
Plan number
002
Plan type
2
Location
Williamsville, NY
Latest filing year
2023
Participants
374
End-of-year plan assets
$38,705,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023374H, C20241001133433NAL0003319811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,705,164
Total liabilities (EOY)
$0
Net assets (EOY)
$38,705,164
Net assets (BOY)
$32,314,839

Income & contributions

Employer contributions
$622,381
Participant contributions
$2,168,745
Total contributions
$3,547,506
Total income / additions
$9,282,783

Expenses & distributions

Benefits paid
$2,841,668
Administrative expenses
$50,790
Total expenses
$2,892,458
Net increase / (decrease)
$6,390,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Investment Advisers LLCINVESTMENT ADVISOR$50,790not reported in the loaded dataset2023
Empower Life & Annuity Insurance CoRECORDKEEPER$0$02023

Related Form 5500 pages