WHEELER AND BI, LLP 401(k) Plan
What public Form 5500 filings show about the WHEELER AND BI, LLP 401(k) plan — and how to find and check your own account.
The WHEELER AND BI, LLP 401(k) on its latest Form 5500
WHEELER AND BI, LLP (EIN 83-2997236) reports WHEELER AND BI, LLP 401(K) PLAN on its most recent Form 5500, with $381K in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full WHEELER AND BI, LLP filing — schedules, fees, and providers.
Who runs the WHEELER AND BI, LLP 401(k)?
WHEELER AND BI, LLP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask WHEELER AND BI, LLPHR for the recordkeeper’s name and login.
How to check your WHEELER AND BI, LLP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WHEELER AND BI, LLP HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).