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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

WHEELER CPA GROUP PC 401(k) Plan

What public Form 5500 filings show about the WHEELER CPA GROUP PC 401(k) plan — and how to find and check your own account.

Plan assets
$444K
Participants
14
Plans on file
1

The WHEELER CPA GROUP PC 401(k) on its latest Form 5500

WHEELER CPA GROUP PC (EIN 99-2607598) reports TIM WHEELER ACCOUNTANCY CORPORATION RETIREMENT PLAN on its most recent Form 5500, with $444K in plan assets across 14 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 CPA GROUP PC filing — schedules, fees, and providers.

Who runs the WHEELER CPA GROUP PC 401(k)?

WHEELER CPA GROUP PC’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 CPA GROUP PCHR for the recordkeeper’s name and login.

How to check your WHEELER CPA GROUP PC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WHEELER CPA GROUP PC 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).
More on this employer: WHEELER CPA GROUP PC — all Form 5500 filings (EIN 99-2607598) · Montana employer EIN lookup · Form 5500 search
WHEELER CPA GROUP PC 401(k) Plan — Form 5500