How big is W3 Luxury Living's plan?

W3 Luxury Living's plan reported $6.2M in assets and 169 participants for 2024.

Original filing (PDF)20251014174813NAL0001741043001

W3 Luxury Living

Name: W3 Luxury Living — W3 Luxury Living 401(k) Plan, Form 5500 (2024)
Creator: W3 Luxury Living
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

W3 Luxury Living 401(k) Plan

401(k) retirement plan · W3 Luxury Living's W3 Luxury Living 401(k) Plan held $6.2M in plan assets for 169 participants in 2024.

Signals · 3

Late participant contributions18% employer stockNo recordkeeper disclosed

Active participants

169

Accounts w/ balance

306

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

W3 Luxury Living's EIN is 75-2856319.

EIN 75-2856319

Plan number 001

Plan year 2024

ACK ID 20251014174813NAL0001741043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for W3 Luxury Living from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

W3 Luxury Living's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W3 LUXURY LIVING.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

W3 LUXURY LIVING

EIN

all filings

Address

2505 N STATE HIGHWAY 360 · STE 800 · GRAND PRAIRIE, TX · 75050

Phone

(972) 471-8782

Industry

Real Estate

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

32 direct securities · 1 pooled fund· $11.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$4.9M

1 holding

Pooled Separate Accounts

$4.9M

30 holdings

Common Stocks

$1.1M

1 holding

Other securities

$158K

1 holding

					% of plan
POOLED SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$4.9M	79.8%
Investment at contract value * Voya Fixed Account Group Annuity Contract	Common Stocks	—	—	$1.1M	17.6%
Voya Index Solution 2040 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$896K	14.5%
Vanguard Growth Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$681K	11.1%
Voya Index Solution 2050 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$501K	8.1%
Vanguard Info Tech Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$416K	6.8%
Voya Index Solution 2030 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$397K	6.4%
Fidelity 500 Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$267K	4.3%
Voya Index Solution 2035 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$205K	3.3%
Voya Index Solution 2055 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$171K	2.8%
Vanguard Value Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$161K	2.6%
maturing through July 2029	Other securities	—	—	$158K	2.6%
Voya Gov Money Mkt Fnd A (Hold Acct) Pooled Separate Account 960 * Voya Intermediate Bond Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$145K	2.4%
Fidelity Tot Intl Idx Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$136K	2.2%
Voya Index Solution 2045 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$124K	2.0%
Fidelity Mid Cap Index Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$120K	2.0%
Voya Index Solution Income Port Z Pooled Separate Account	Pooled Separate Accounts	—	—	$109K	1.8%
Vanguard Mid-Cap Value Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$71K	1.2%
Vanguard Sm-Cap Val Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$70K	1.1%
Voya Index Solution 2060 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$64K	1.0%
Vanguard Financials Index Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$59K	1.0%
Fidelity Emerg Mkts Idx Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$56K	0.9%
Vanguard Balanced Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$44K	0.7%
Vanguard Sm-Cap Grwth Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$35K	0.6%
Voya Index Solution 2065 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$28K	0.5%
JPMorgan U.S. Research Enhance Eq Pooled Separate Account	Pooled Separate Accounts	—	—	$22K	0.4%
Fidelity Sm Cp Ind Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$18K	0.3%
Vanguard LifeStrat Cnsrv Grw Fd Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$18K	0.3%
Voya Index Solution 2025 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$13K	0.2%
Vanguard Mid-Cap Grwth Index Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	0.2%
Vanguard Utilities Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	0.2%
PGIM Global Total Return Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	0.1%
Vanguard Health Care Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$7K	0.1%