How big is Wheeler Financial Services, LLC's plan?

Wheeler Financial Services, LLC's plan reported $230K in assets and 4 participants for 2024.

Original filing (PDF)20250722092002NAL0002503761001

Wheeler Financial Services, LLC

Name: Wheeler Financial Services, LLC — Wheeler Financial, Form 5500 (2024)
Creator: Wheeler Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheeler Financial Services, LLC 401(k) PS Plan

401(k) retirement plan · Wheeler Financial Services, LLC's Wheeler Financial Services, LLC 401(k) PS Plan held $230K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

LAFE Wheeler signed Wheeler Financial Services, LLC's 2024 Form 5500 as plan administrator.

LAFE Wheeler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wheeler Financial Services, LLC's EIN is 20-5421654.

EIN 20-5421654

Plan number 001

Plan year 2024

ACK ID 20250722092002NAL0002503761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wheeler Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wheeler Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHEELER FINANCIAL SERVICES, LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score