Wand Newco 3, Inc. 401(k) Plan: Login, Facts & Contact Information

Wand Newco 3, Inc. 401(k) Plan Facts

Plan name
CALIBER HOLDINGS CORPORATION RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WAND NEWCO 3, INC.
Participants
34,006 (35,161 active employees)
Former employees with a balance
7,113
Plan assets
$695,237,495 at Dec 31, 2023
Average account balance
$19,486 across 35,679 accounts
Employer contributions
$28,343,060 in plan year 2023 (20% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 1995
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 14, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $145.2 million went into the plan in contributions, $28.3 million of it from the employer (20%).
  • $52.4 million was paid out to participants.
  • Investment and other income added $91.4 million.
  • Administrative expenses were $1.66 million, about $47 per account.

How the Wand Newco 3, Inc. 401(k) changed, 20192023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201913,613$382.3 million$11.7 million$21.3 million
202023,449$430.7 million$4.81 million$65.6 million
202123,087$527.9 million$12.1 million$47.2 million
202229,411$512.7 million$21.8 million$45.6 million
202334,006$695.2 million$28.3 million$52.4 million

Wand Newco 3, Inc. 401(k) Contact Information

Phone
469-948-9500
Mailing address
2941 LAKE VISTA DRIVE, LEWISVILLE TX 75067
Plan sponsor
WAND NEWCO 3, INC.
Employer identification number (EIN)
82-2856885
Plan number
001

Questions about the Wand Newco 3, Inc. 401(k)

Does Wand Newco 3, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $28.3 million, 20% of all contributions.

Does the Wand Newco 3, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Wand Newco 3, Inc 401(k) plan?

34,006 participants at the start of plan year 2023, 35,161 of them active employees, and 7,113 former employees who still had money in the plan.

What is the average 401(k) balance at Wand Newco 3, Inc?

About $19,486 per account: $695.2 million in plan assets across 35,679 accounts with a balance at the end of plan year 2023.

Who manages the Wand Newco 3, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Wand Newco 3, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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