Leanna Coombs signed Wheel Pros, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wheel Pros, LLC's EIN is 27-0745738.
Download the official 2024 Form 5500 (PDF) for Wheel Pros, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wheel Pros, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC-HQ | — | SCOTTSDALE, AZ | INVESTMENT ADVISOR | $130K | — |
| WILSHIRE ASSCOATIES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LP Index 2045 K Mutual Fund | Other securities | — | — | $10.7M | 12.6% | |
| BlackRock LP Index 2050 K Mutual Fund | Other securities | — | — | $10.3M | 12.1% | |
| BlackRock 80/20 Target Allocation K Mutual Fund | Other securities | — | — | $9.1M | 10.7% | |
| BlackRock LP Index 2040 K Mutual Fund | Other securities | — | — | $8.6M | 10.1% | |
| BlackRock 60/40 Target Allocation K Mutual Fund | Other securities | — | — | $6.4M | 7.5% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.9M | 7.0% | |
| BlackRock LP Index 2055 K Mutual Fund | Other securities | — | — | $5.5M | 6.5% | |
| BlackRock LP Index 2035 K Mutual Fund | Other securities | — | — | $3.6M | 4.3% | |
| BlackRock LP Index 2060 K Mutual Fund | Other securities | — | — | $3.6M | 4.2% | |
| BlackRock 40/60 Target Allocation K Mutual Fund | Other securities | — | — | $3.4M | 4.0% | |
| BlackRock LP Index 2030 K Mutual Fund | Other securities | — | — | $3.0M | 3.6% | |
| Participant Loans to participants, bearing interest from 4.25% to 10.50% | Bonds / Notes | — | — | $2.3M | 2.8% | |
| BlackRock LP Index Ret K Mutual Fund | Other securities | — | — | $1.2M | 1.4% | |
| Fidelity Global Ex US Idx Ins Pre Mutual Fund | Common Collective Trusts | — | — | $1.1M | 1.3% | |
| BlackRock LP Index 2065 K Mutual Fund | Other securities | — | — | $1.1M | 1.3% | |
| T Rowe Price Growth Stock Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 1.2% | |
| American Funds US Government Money Market R6 Mutual Fund | Mutual Funds | — | — | $715K | 0.8% | |
| Vanguard Ezplorer Fund Adm Mutual Fund | Mutual Funds | — | — | $681K | 0.8% | |
| John Hancock Disciplined Val R Mutual Fund | Other securities | — | — | $594K | 0.7% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | Mutual Funds | — | — | $573K | 0.7% | |
| T Rowe Price Equity Income I Mutual Fund | Mutual Funds | — | — | $565K | 0.7% | |
| JP Morgan Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $516K | 0.6% | |
| Fidelity Advisor Total Bd Ins Mutual Fund | Mutual Funds | — | — | $508K | 0.6% | |
| Invesco EQV International Equity R5 Mutual Fund | Mutual Funds | — | — | $507K | 0.6% | |
| American Balanced Fund R4 Mutual Fund | Other securities | — | — | $419K | 0.5% | |
| BlackRock 20/80 Target Allocation K Mutual Fund | Other securities | — | — | $418K | 0.5% | |
| Vanguard Short-Term Federal Fund Adml Mutual Fund | Mutual Funds | — | — | $409K | 0.5% | |
| Fidelity Ext Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $364K | 0.4% | |
| Vanguard Small Cap Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $266K | 0.3% | |
| Diamond Hill Mid Cap Y Mutual Fund | Other securities | — | — | $228K | 0.3% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Mutual Funds | — | — | $222K | 0.3% | |
| Blackrock Global Allocation Fund I Mutual Fund | Other securities | — | — | $217K | 0.3% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | Other securities | — | — | $211K | 0.2% | |
| Templeton For Small Cm (Inst) Mutual Fund | Mutual Funds | — | — | $199K | 0.2% | |
| John Hancock Focused HY I Mutual Fund | Other securities | — | — | $145K | 0.2% | |
| DFA US Targetd Value Prt I Mutual Fund | Mutual Funds | — | — | $118K | 0.1% | |
| T Rowe Price Small-Cap Value Mutual Fund | Mutual Funds | — | — | $109K | 0.1% | |
| John Hancock Disc Val Intl R6 Mutual Fund | Other securities | — | — | $43K | <0.1% | |
| American Beacon International Equity R5 Mutual Fund | Other securities | — | — | $15K | <0.1% | |
| JP Morgan US Government Money Market Cap Cl Mutual Fund | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| 3(21) ADVISOR |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT PLAN CONSULTING | 84-2276766 | — | THIRD PARTY ADMINISTRATO | $43K | — |
