What public Form 5500 filings show about the Wheeler Consolidated, Inc. 401(k) plan — and how to find and check your own account.
Wheeler Consolidated, Inc. (EIN 42-1256560) reports WHEELER CONSOLIDATED, INC. PROFIT SHARING AND SAVINGS PLAN on its most recent Form 5500, with $18.9M in plan assets across 145 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 Consolidated, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Wheeler Consolidated, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY SMITH BARNEY.
