Original filing (PDF)20250925162108NAL0008699249001

Wheeler Trigg O'DONnell LLP

Name: Wheeler Trigg O'DONnell LLP — Wheeler Trigg, Form 5500 (2024)
Creator: Wheeler Trigg O'DONnell LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wheeler Trigg O'DONnell LLP 401(k) Profit-Sharing Plan

401(k) retirement plan · Wheeler Trigg O'DONnell LLP's Wheeler Trigg O'DONnell LLP 401(k) Profit-Sharing Plan held $89.6M in plan assets for 233 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

233

Accounts w/ balance

338

Plan assets (EOY)

$89.6M

Net assets (EOY)

$89.6M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHEELER TRIGG O'DONNELL LLP.

Plan sponsor

Name

WHEELER TRIGG O'DONNELL LLP

EIN

20-0697269all filings

Address

370 17TH STREET, SUITE 4500 · DENVER, CO · 80202

Phone

(303) 244-1800

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$39K	—
VANGUARD ADVISERS INC.	23-2811930	—	NONE	$20K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES

Investments

33 direct securities · 1 pooled fund· $89.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$55.0M

23 holdings

Common Collective Trusts

$24.0M

7 holdings

Self-Directed Brokerage

$6.9M

1 holding

Other securities

$3.0M

2 holdings

Common Collective Trust

$293K

1 holding

					% of plan
Vanguard Institutional Index Fund Inst’l Shares	Common Collective Trusts	—	—	$11.4M	12.7%
Vanguard Institutional Target Retirement 2050 Fund	Mutual Funds	—	—	$7.9M	8.8%
Self-Directed Brokerage Account * Various Self-directed brokerage option	Self-Directed Brokerage	—	—	$6.9M	7.6%
Vanguard Institutional Target Retirement 2035 Fund	Mutual Funds	—	—	$6.5M	7.2%
Vanguard Institutional Target Retirement 2045 Fund	Mutual Funds	—	—	$5.2M	5.8%
Vanguard Institutional Target Retirement 2025 Fund	Mutual Funds	—	—	$4.9M	5.5%
Vanguard Institutional Target Retirement 2040 Fund	Mutual Funds	—	—	$4.3M	4.8%
American Funds Growth Fund of America; R-6	Mutual Funds	—	—	$4.2M	4.7%
Vanguard Total Bond Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$3.9M	4.4%
American Funds EuroPacific Growth Fund; Class R-6	Mutual Funds	—	—	$3.3M	3.7%
Vanguard Institutional Target Retirement 2055 Fund	Mutual Funds	—	—	$2.7M	3.1%
Vanguard Institutional Target Retirement 2030 Fund	Mutual Funds	—	—	$2.5M	2.8%
Vanguard Windsor II Fund Admiral Shares	Mutual Funds	—	—	$2.4M	2.7%
Vanguard Total International Stock Index Fund Admiral Shr	Common Collective Trusts	—	—	$2.3M	2.6%
Goldman Sachs Bond Fund; R6 Shares	Other securities	—	—	$2.0M	2.2%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.9M	2.1%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.8M	2.0%
Vanguard Total Stock Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.7M	1.9%
Vanguard Selected Value Fund	Mutual Funds	—	—	$1.3M	1.5%
Invesco Small Cap Growth Fund; Class R6	Mutual Funds	—	—	$1.3M	1.5%
Vanguard Dividend Growth Fund	Mutual Funds	—	—	$1.3M	1.5%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$1.3M	1.4%
American Funds New World Fund; Class R6	Mutual Funds	—	—	$1.3M	1.4%
Vanguard Institutional Target Retirement Income Fund	Mutual Funds	—	—	$1.2M	1.3%
T. Rowe Price Small-Cap Value Fund; I Class	Other securities	—	—	$1.1M	1.2%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$997K	1.1%
Vanguard Institutional Target Retirement 2060 Fund	Mutual Funds	—	—	$869K	1.0%
Vanguard Inflation-Protected Securities Fund: Adm Shares	Mutual Funds	—	—	$787K	0.9%
Janus Henderson Enterprise Fund; Class N	Mutual Funds	—	—	$531K	0.6%
Vanguard Global Equity Fund	Mutual Funds	—	—	$378K	0.4%
Vanguard Institutional Target Retirement 2020 Fund	Mutual Funds	—	—	$335K	0.4%
Vanguard Institutional Target Retirement 2065 Fund	Mutual Funds	—	—	$324K	0.4%
VANGUARD RETIRE. SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024	Common Collective Trust	—	—	$293K	0.3%
Vanguard Institutional Target Retirement 2070 Fund	Mutual Funds	—	—	$8K	<0.1%