Wand Newco 3 401(k) match, vesting and fees
What Wand Newco 3's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 10 defined-contribution plans in other services with 10,000 to 49,999 participants.
| Wand Newco 3: employer contribution per participant | $1,289 | |
| Peer median | $1,210 |
| Wand Newco 3: average balance | $23,840 | |
| Peer median | $40,351 |
| Wand Newco 3: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $862M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 38,090 | $862M | $46.6M | $1,289 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Wand Newco 3 match 401(k) contributions?
The match terms for the Caliber Holdings LLC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $46.6M in employer contributions, about $1,289 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wand Newco 3 401(k) match vested?
The vesting schedule for the Caliber Holdings LLC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wand Newco 3 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Wand Newco 3, Inc..
I left Wand Newco 3. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wand Newco 3, Inc., (817) 480-5660) or the recordkeeper, Transamerica Retirement Solutions. The Wand Newco 3 old 401(k) page lists the contacts from every plan filing. Find an old Wand Newco 3 401(k)
Data from the public Form 5500 annual reports Wand Newco 3 filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Wand Newco 3. Not financial advice. Report a correction · Methodology