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Original filing (PDF)20251002101139NAL0000536336001
WESCO DISTRIBUTION, INC.
Form 5500
FILING_RECEIVED
WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
13,146
Accounts w/ balance
16,505
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
17 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESCO DISTRIBUTION, INC..
Plan sponsor
Name
WESCO DISTRIBUTION, INC.
EIN
25-1723345
Address
225 WEST STATION SQUARE DRIVE · SUITE 700 · PITTSBURGH, PA · 152191122
Phone
(412) 454-4868
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $829K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $273K | — |
| BDO | 13-5381590 | — | CONSULTANT | $80K | — |
| COOK STREET CONSULTING INC | 84-0854432 | — | CONSULTANT | $71K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| K&L GATES | 25-0921018 | — | ATTORNEY/LEGAL | $16K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
18 direct securities · 17 pooled funds· $1.9B(100% 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
$1.5B
17 holdings
Uncategorized
$417.6M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LS LARGE CAP GR C LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 012 | Common Collective Trust | — | — | $266.5M | 13.9% | |
| CG 2030 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $193.1M | 10.1% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $173.1M | 9.0% | |
| CG 2035 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $149.9M | 7.8% | |
| CG 2040 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $149.1M | 7.8% | |
| SP MID CAP IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 013 | Common Collective Trust | — | — | $125.7M | 6.6% | |
| CG 2045 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $102.0M | 5.3% | |
| CG 2025 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $93.4M | 4.9% | |
| Stable Value Fund (Lincoln) Fully Benefit-Responsive Investment Contract | — | — | — | $92.8M | 4.8% | |
| CG 2050 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $75.0M | 3.9% | |
| CG 2055 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $58.3M | 3.0% | |
| HARTFORD FUNDS Hartford International Opportunities Fund Class R6 | — | — | — | $52.0M | 2.7% | |
| NATIXIS FUNDS Loomis Sayles Investment Grade Bond Fund Class N | — | — | — | $51.2M | 2.7% | |
| MFS FAMILY OF FUNDS MFS Value Fund (Class R6) | — | — | — | $40.4M | 2.1% | |
| CG 2020 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $38.5M | 2.0% | |
| GABELLI U.S. Treasury Money Market Fund Class AAA | — | — | — | $33.8M | 1.8% | |
| CG 2060 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $26.6M | 1.4% | |
| Participant Loans 3.25% - 10.50% with maturity dates through 2030 | — | — | — | $22.6M | 1.2% | |
| SPARTAN Total International Index Pool Class C | — | — | — | $22.6M | 1.2% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $22.6M | 1.2% | |
| BARON FUNDS Baron Small Cap Fund Class R-6 | — | — | — | $19.7M | 1.0% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $18.5M | 1.0% | |
| Various Mutual Funds | — | — | — | $18.0M | 0.9% | |
| Various Common Stock | — | — | — | $12.9M | 0.7% | |
| UNDISCOVERED MANAGERS Undiscovered Managers Behavioral Value Fund Class R6 | — | — | — | $12.8M | 0.7% | |
| FIDELITY U.S. Bond Index Fund | — | — | — | $11.9M | 0.6% | |
| WESCO INTERNATIONAL, INC. Wesco Stock Fund | — | — | — | $11.4M | 0.6% | |
| CG 2065 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $10.2M | 0.5% | |
| CG 2015 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $7.9M | 0.4% | |
| CG 2010 TD TD3 CAPITAL BANK & TRUST CO · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $7.1M | 0.4% | |
| FIDELITY Cash and Cash Equivalents | — | — | — | $4.8M | 0.3% | |
| PIMCO High Yield Fund Institutional Class | — | — | — | $3.0M | 0.2% | |
| COHEN & STEERS Cohen & Steers Global Realty Shares, Inc. Class Z | — | — | — | $2.9M | 0.2% | |
| VANGUARD Total International Bond Index Fund Admiral | — | — | — | $2.5M | 0.1% | |
| FIDELITY Inflation-Protected Bond Index Fund | — | — | — | $2.4M | 0.1% |
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