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WHEATON VAN LINES, INC. — WHEATON VAN LINES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250918074622NAL0000551763001
WHEATON VAN LINES, INC.
Form 5500
FILING_RECEIVED
WHEATON VAN LINES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
91% in single holding
No recordkeeper disclosed
Active participants
101
Accounts w/ balance
142
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WHEATON VAN LINES, INC.
.
Find decision makers
Plan sponsor
Name
WHEATON VAN LINES, INC.
EIN
35-0795042
Address
8010 CASTLETON RD · INDIANAPOLIS, IN · 462502005
Phone
(317) 558-1080
Industry
Transportation & Warehousing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
2I · Stock bonus
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $27.5M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Class B Stock – Wheaton Van Lines, Inc. 1,003 Shares
—
—
$12.2M
$25.1M
100.0%
$ (h) CurrentValue
—
—
—
$2.5M
9.8%
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Knocking points off
Top holding "Class B Stock – Wheaton Van Lines, Inc. 1,003 Shares" is 91% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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