Wesco Distribution, Inc. Retirement Savings Plan
Sponsored by Wesco Distribution, Inc. · EIN 251723345 · Plan #001
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 13,146
- With balances
- 16,505
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $828,779 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $273,315 |
| Bdo | Consulting (general) | $79,916 |
| Cook Street Consulting Inc | Consulting (general) | $71,250 |
| K&L Gates | Legal | $16,079 |