Karl Williamson signed Wesco Distribution, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wesco Distribution, Inc.'s EIN is 25-1723345.
Download the official 2024 Form 5500 (PDF) for Wesco Distribution, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wesco Distribution, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $829K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $273K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5381590 |
| — |
| CONSULTANT |
| $80K |
| — |
| COOK STREET CONSULTING INC | 84-0854432 | — | CONSULTANT | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| K&L GATES | 25-0921018 | — | ATTORNEY/LEGAL | $16K | — |
| PI | % 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 | Stable Value | — | — | $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 | Other securities | — | — | $52.0M | 2.7% | |
| NATIXIS FUNDS Loomis Sayles Investment Grade Bond Fund Class N | Other securities | — | — | $51.2M | 2.7% | |
| MFS FAMILY OF FUNDS MFS Value Fund (Class R6) | Mutual Funds | — | — | $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 | Cash / Money Market | — | — | $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 | Bonds / Notes | — | — | $22.6M | 1.2% | |
| SPARTAN Total International Index Pool Class C | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $18.0M | 0.9% | |
| Various Common Stock | Common Stocks | — | — | $12.9M | 0.7% | |
| UNDISCOVERED MANAGERS Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $12.8M | 0.7% | |
| FIDELITY U.S. Bond Index Fund | Common Collective Trusts | — | — | $11.9M | 0.6% | |
| WESCO INTERNATIONAL, INC. Wesco Stock Fund | Common Stocks | — | — | $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 | Mutual Funds | — | — | $4.8M | 0.3% | |
| PIMCO High Yield Fund Institutional Class | Mutual Funds | — | — | $3.0M | 0.2% | |
| COHEN & STEERS Cohen & Steers Global Realty Shares, Inc. Class Z | Common Stocks | — | — | $2.9M | 0.2% | |
| VANGUARD Total International Bond Index Fund Admiral | Common Collective Trusts | — | — | $2.5M | 0.1% | |
| FIDELITY Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $2.4M | 0.1% |
