Van Hoof Companies Retirement And Savings Plan — Form 5500 plan (Warehouse Specialists, 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, Van Hoof Companies Retirement And Savings Plan is a benefit plan reported by Warehouse Specialists, LLC under EIN 81-0862766 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,002 participants and $63,405,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Warehouse Specialists, LLC
EIN
81-0862766
Plan number
001
Plan type
3
Location
Appleton, WI
Latest filing year
2023
Participants
1,002
End-of-year plan assets
$63,405,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,002H, C20241014164916NAL0026757089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,405,086
Total liabilities (EOY)
$0
Net assets (EOY)
$63,405,086
Net assets (BOY)
$55,716,290

Income & contributions

Employer contributions
$2,375,075
Participant contributions
$3,771,288
Total contributions
$6,357,440
Total income / additions
$14,277,184

Expenses & distributions

Benefits paid
$6,389,544
Administrative expenses
$198,844
Total expenses
$6,588,388
Net increase / (decrease)
$7,688,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment Advisors Inc.INVESTMENT ADVISOR$113,757not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$85,088$02023

Related Form 5500 pages