The W. I. S. International 401(K) Savings Plan — Form 5500 plan (Retail Services Wis Corporation)
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 W. I. S. International 401(K) Savings Plan is a benefit plan reported by Retail Services Wis Corporation under EIN 82-1186785 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,117 participants and $241,273,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retail Services Wis Corporation
- EIN
- 82-1186785
- Plan number
- 001
- Plan type
- 2
- Location
- Lewisville, TX
- Latest filing year
- 2023
- Participants
- 6,117
- End-of-year plan assets
- $241,273,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,117 | H, C | 20241014144654NAL0013472915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $241,273,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $241,273,548
- Net assets (BOY)
- $213,838,486
Income & contributions
- Employer contributions
- $4,049,861
- Participant contributions
- $13,995,604
- Total contributions
- $19,146,476
- Total income / additions
- $52,785,706
Expenses & distributions
- Benefits paid
- $24,022,287
- Administrative expenses
- $559,664
- Total expenses
- $25,350,644
- Net increase / (decrease)
- $27,435,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $402,677 | $0 | 2023 |
| Onedigital Investment Advisors LLC | NONE | $79,601 | not reported in the loaded dataset | 2023 |
| Resources Invest Advisors LLC | NONE | $76,633 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $15,854 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retail Services Wis Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Lewisville, TX
- The Vanguard Group, Inc. — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Resources Invest Advisors LLC — Schedule C compensation
- Crowe Llp — Schedule C compensation