Original filing (PDF)20241015210420NAL0017218451001

National Wholesale Supply, Inc.

Name: National Wholesale Supply, Inc. — National Wholesale, Form 5500 (2023)
Creator: National Wholesale Supply, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

National Wholesale 401(k) Plan

401(k) retirement plan · National Wholesale Supply, Inc.'s National Wholesale 401(k) Plan held $4.7M in plan assets for 422 participants in 2023, with Principal as recordkeeper.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bond~79 bps in Sched C fees

Active participants

422

Accounts w/ balance

235

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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) — 2K (0% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL WHOLESALE SUPPLY, INC..

Plan sponsor

Name

NATIONAL WHOLESALE SUPPLY, INC.

EIN

82-0542282all filings

Address

1972 CALIFORNIA XING · DALLAS, TX · 752207006

Phone

(972) 331-7770

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$37K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO CLEARING SERVICES LLC	34-1542819	—	INVESTMENT ADVISORY	$0	—

Investments

1 pooled fund· $77K(2% 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.