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Original filing (PDF)20251015140811NAL0006363360001
WAWA, INC.
Form 5500
FILING_RECEIVED
WAWA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
18,984
Accounts w/ balance
25,168
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
29 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 255% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAWA, INC..
Plan sponsor
Name
WAWA, INC.
EIN
21-0515330
Address
260 WEST BALTIMORE PIKE · WAWA, PA · 19063
Phone
(610) 358-8000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1.4M | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $493K | — |
| RSM US LLP | 42-0714325 | — | NONE | $41K | — |
| BALLARD SPAHR | 23-0382195 | — | NONE | $14K | — |
Investments
9 direct securities · 29 pooled funds· $1.1B(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$830.3M
29 holdings
Uncategorized
$282.0M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY GROWTH CO COMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $129.1M | 11.5% | |
| VFTC TARGET RETIREMENT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $98.3M | 8.8% | |
| Vanguard * Institutional Index | — | — | — | $85.2M | 7.6% | |
| VFTC TARGET RETIREMENT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $73.7M | 6.6% | |
| VFTC TARGET RETIREMENT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $71.0M | 6.3% | |
| VFTC TARGET RETIREMENT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $70.5M | 6.3% | |
| VFTC TARGET RETIREMENT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $69.1M | 6.2% | |
| Vanguard * Total Bond Index Institutional Class | — | — | — | $57.1M | 5.1% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $52.9M | 4.7% | |
| VFTC TARGET RETIREMENT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $52.7M | 4.7% | |
| VFTC TARGET RETIREMENT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $46.1M | 4.1% | |
| VFTC TARGET RETIREMENT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $45.5M | 4.1% | |
| PARTICIPANT LOANS** | — | — | — | $37.6M | 3.4% | |
| Vanguard * Total International Stock Index Institutional | — | — | — | $36.0M | 3.2% | |
| FIAM CORE PLUS CMMINGLED POOL CLS I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $27.2M | 2.4% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $26.8M | 2.4% | |
| VFTC TARGET RETIREMENT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $19.7M | 1.8% | |
| VFTC TARGET RETIREMENT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $18.7M | 1.7% | |
| JPMorgan Mid Cap Value R6 | — | — | — | $18.1M | 1.6% | |
| Vanguard * Equity Income Admiral | — | — | — | $17.1M | 1.5% | |
| Delaware Small Cap Core Institutional | — | — | — | $16.3M | 1.5% | |
| Vanguard * Extended Market Index Institutional | — | — | — | $14.6M | 1.3% | |
| MFS MID CAP GROWTH FUND; CT WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $13.8M | 1.2% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $13.4M | 1.2% | |
| VFTC TARGET RETIREMENT 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.2% | |
| Vanguard * Federal Money Market | — | — | — | $92K | <0.1% | |
| VFTC TARGET RETIREMENT TR 2065 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT TR 2020 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT TR 2060 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT TR 2055 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT TR 2050 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT TR 2045 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT TR 2040 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT TR 2035 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT TR 2030 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT TR 2025 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT TR 2070 II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |