Back to filter
Original filing (PDF)20250403163301NAL0010547105001
WHEEL PROS, LLC
Form 5500
FILING_RECEIVED
WHEEL PROS, LLC VOLUNTARY AD&D PLAN
Health & welfare plan
Signals · 3
Late filing · 28.6 moNo auditor on fileNo recordkeeper disclosed
Active participants
718
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
67
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 28.6 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
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 WHEEL PROS, LLC.
Plan sponsor
Name
WHEEL PROS, LLC
EIN
27-0745738
Address
5347 SOUTH VALENTIA WAY · SUITE 200 · GREENWOOD VILLAGE, CO · 80111
Phone
(303) 433-3599
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
506
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-04-03
Welfare benefit codes
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Wholesale Trade plans
TURN SYSTEMS CORPORATION
TURN SYSTEMS CORPORATION 401(K) PLAN
$0
JIGSAW RESEARCH LTD
JIGSAW RESEARCH LTD 401(K) PROFIT SHARING PLAN & TRUST
$0
HAHN BROTHERS, INC.
HAHN BROTHERS, INC. CASH BALANCE
$0
SPATIAL DATA INTEGRATIONS
SPATIAL DATA INTEGRATIONS CBS BENEFIT PLAN
$0
225 UNLIMITED, INC.
225 UNLIMITED, INC. 401(K) PLAN
$0
ESSENTIAL RIBBONS, INC.
ESSENTIAL RIBBONS, INC. CASH BALANCE PENSION PLAN
$0
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B