Wand Newco 3 401(k) plan

Wand Newco 3, Inc., Lewisville, TX. EIN 83-2856885. Annual reports 2019–2024.

Wand Newco 3, Inc. has one active retirement plan on file, the Caliber Holdings LLC Retirement Savings Plan, with 38,090 participants and $862 million in assets in 2024. Transamerica has been its recordkeeper since 2019. No traditional pension plan appears in Wand Newco 3's filings since 2019.

Active plans: 1
Participants: 38,090
Plan assets: $862 million
401(k) recordkeeper: Transamerica
Plans on file: 1
Industry: Other services

The plan

Caliber Holdings LLC Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 83-2856885
Participants (2024): 38,090
Net assets (2024): $862 million
Recordkeeper: Transamerica2019–2024
Plan administrator: Wand Newco 3, Inc.
2941 Lake Vista Drive
Lewisville, TX 75067
(817) 480-5660As filed for 2024
In effect since: January 1, 1995

Earlier plan names: Caliber Holdings Corporation Retirement Savings Plan.

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	38,090	$862 million	Transamerica
2023	42,374	$695 million	Transamerica
2022	34,006	$513 million	Transamerica
2021	29,411	$528 million	Transamerica
2020	23,085	$431 million	Transamerica
2019	23,447	$382 million	Transamerica

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Caliber Holdings LLC Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((817) 480-5660). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Caliber Holdings LLC Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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