Back to filter
Original filing (PDF)20250611120833NAL0012212115001
WHEELHOUSE COMMUNICATIONS
Form 5500-SF
FILING_RECEIVED
WHEELHOUSE COMMUNICATIONS PROFIT SHARING
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHEELHOUSE COMMUNICATIONS.
Plan sponsor
Name
WHEELHOUSE COMMUNICATIONS
EIN
20-8535554
Address
TWO PARK PLACE · SUITE I · BRONXVILLE, NY · 10708
Phone
(914) 787-8754
Industry
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
2025-06-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
BRAND REVOLUTION, LLC
BRAND REVOLUTION, LLC 401(K) PLAN
$1.5M · 51 participants
MEDIA PARTNERS WORLDWIDE, LLC
MEDIA PARTNERS WORLDWIDE, LLC 401K AND PROFIT SHARING PLAN
$1.5M · 6 participants
ELEMENTS BRANDS LLC
ELEMENTS BRANDS 401(K) PLAN
$1.5M · 18 participants
120/80, INC.
120/80, INC. 401(K) PLAN
$1.5M · 29 participants
MOB MEDIA, INC.
MOB MEDIA, INC. 401(K) PLAN
$1.5M · 6 participants
NOVE COMMUNICATIONS INC
NOVE COMMUNICATIONS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 19 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B