· 2022–2024 · DOL EFAST2

WHOLESALE CAPITAL CORPORATION — WHOLESALE CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230726110907NAL0006462819001

WHOLESALE CAPITAL CORPORATION

Form 5500

FILING_RECEIVED

WHOLESALE CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

Late filing · 56.3 moPossibly inadequate fidelity bond

Active participants

94

Accounts w/ balance

79

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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.

Compliance & integrity

67

Total plan cost

72

Plan health

65

Vendor & structure

100

Knocking points off

Filed 56.3 months past the 10.5-month grace window.
Fidelity bond appears below the 10%-of-assets requirement.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHOLESALE CAPITAL CORPORATION.

Plan sponsor

Name

WHOLESALE CAPITAL CORPORATION

EIN

33-0534042

Address

25280 PICO VISTA WAY · MORENO VALLEY, CA · 925575239

Phone

(951) 488-3137

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2017-01-01

Tax period

2017-12-31

Filed

2023-07-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

1

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE GUARDIAN INSURANCE & ANNUITY CO	13-2656036	—	RECORDKEEPER/TPA	$3K	—

Advisor / Consultant

1

Name	EIN	Location	Relation	Direct comp	Indirect comp
STADION MONEY MANAGEMENT, INC	58-2099805	—	INVESTMENT ADVISOR	$5K	—

Investments

1 pooled fund· $2.4M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
GUARDIAN SEPARATE ACCOUNT L THE GUARDIAN INSURANCE & ANNUITY COMPANY INC. · EIN 13-2656036 / PN 000	Pooled Separate Account	$2.4M	97.9%

1–1 of 1

Related plans

Other plans using STADION MONEY MANAGEMENT, INC

PLAN PROFESSIONALS, LLC

$355.0M · 18,762 participants

THE FEDERAL SAVINGS BANK

THE FEDERAL SAVINGS BANK RETIREMENT PLAN

$48.8M · 1,104 participants

ROCKY VISTA UNIVERSITY, LLC

ROCKY VISTA UNIVERSITY, LLC 401(K) RETIREMENT PLAN

$26.1M · 473 participants

RIEKES EQUIPMENT COMPANY

RIEKES EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN

$21.0M · 223 participants

CORITY SOFTWARE (USA) INC.

CORITY 401(K) PLAN

$18.6M · 154 participants