· 2022–2024 · DOL EFAST2

WHEELER FINANCIAL SERVICES, LLC — WHEELER FINANCIAL SERVICES, LLC 401K PS PLAN, Form 5500 (2024)

Original filing (PDF)20250722092002NAL0002503761001

WHEELER FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

WHEELER FINANCIAL SERVICES, LLC 401K PS PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WHEELER FINANCIAL SERVICES, LLC

EIN

20-5421654all filings

Address

535 WELLINGTON WAY STE 240 · LEXINGTON, KY · 40503

Phone

(859) 219-2400

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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