Original filing (PDF)20250523120801NAL0010014514001

WISMER DISTRIBUTING COMPANY

Name: WISMER DISTRIBUTING COMPANY — WISMER DISTRIBUTING COMPANY EMPLOYEES' SAVINGS AND RETIREMEN, Form 5500 (2024)
Creator: WISMER DISTRIBUTING COMPANY

Form 5500-SF

FILING_RECEIVED

WISMER DISTRIBUTING COMPANY EMPLOYEES' SAVINGS AND RETIREMEN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISMER DISTRIBUTING COMPANY.

Plan sponsor

Name

WISMER DISTRIBUTING COMPANY

EIN

74-1322505

Address

13827 1-10 EAST FRONTAGE ROAD · MONT BELVIEU, TX · 77523

Phone

(281) 427-7345

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

BEVERAGE DISTRIBUTORS, INC.

BEVERAGE DISTRIBUTORS, INC. PROFIT SHARING PLAN

$8.3M · 30 participants

GENERAL WHOLESALE COMPANY, INC.

GENERAL WHOLESALE COMPANY, INC. 401(K) PROFIT SHARING PLAN

$8.3M · 560 participants

D & D DISTRIBUTORS, LLLP DBA GREY EAGLE DISTRIBUTORS

D & D DISTRIBUTORS UNION DEFINED CONTRIBUTION PLAN

$8.3M · 87 participants

STANDARD DISTRIBUTING CO., INC.

STANDARD DISTRIBUTING CO. 401(K) RETIREMENT PLAN

$8.3M · 81 participants

PREMIUM PORT WINES, INC.