The Wrench Group Retirement Plan — Form 5500 plan (The Wrench Group)
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, The Wrench Group Retirement Plan is a benefit plan reported by The Wrench Group under EIN 81-1553691 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,990 participants and $111,309,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Wrench Group
- EIN
- 81-1553691
- Plan number
- 001
- Plan type
- 2
- Location
- Marietta, GA
- Latest filing year
- 2023
- Participants
- 7,990
- End-of-year plan assets
- $111,309,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,990 | H, C | 20241014152229NAL0027694769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,309,190
- Total liabilities (EOY)
- $350,446
- Net assets (EOY)
- $110,958,744
- Net assets (BOY)
- $81,096,662
Income & contributions
- Employer contributions
- $3,526,326
- Participant contributions
- $20,733,428
- Total contributions
- $26,299,935
- Total income / additions
- $41,536,829
Expenses & distributions
- Benefits paid
- $9,966,804
- Administrative expenses
- $1,292,046
- Total expenses
- $11,674,747
- Net increase / (decrease)
- $29,862,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Erisa Services, Inc. | CONTRACT ADMIN | $416,674 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $241,003 | $0 | 2023 |
| Marietta Wealth Management | INVESTMENT ADV | $163,874 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $127,172 | not reported in the loaded dataset | 2023 |
| Seay & Wessinger | OTHER | $21,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Wrench Group
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Marietta, GA
- Erisa Services, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Marietta Wealth Management — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Seay & Wessinger — Schedule C compensation