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Original filing (PDF)20260206081819NAL0008132355001
WHEELER TRUCKING, INC.
Form 5500
FILING_RECEIVED
WHEELER TRUCKING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 2.7 moNo recordkeeper disclosed19 service providers
Active participants
368
Accounts w/ balance
359
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHEELER TRUCKING, INC..
Plan sponsor
Name
WHEELER TRUCKING, INC.
EIN
38-3534605
Address
7439 SHERIDAN ROAD · FLUSHING, MI · 48433
Phone
(810) 638-5900
Industry
Transportation & Warehousingsee 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
2026-02-06
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
YEO & YEO, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $47K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| VICTORY FUNDS | 13-2700161 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| PUTNAM MUTUAL FUNDS | 36-4488942 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FEDERATED FUNDS | 25-1111467 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | — | KANSAS CITY, MO | NONE | $0 | — |
| BROWN ADVISORY FUNDS | 52-1952888 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| ARTISAN PARTNERS | 30-0551775 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| BANK OF NEW YORK MELLON CORP | 13-2614959 | — | NONE | $0 | — |
| CALVERT GROUP | 52-1233223 | — | NONE | $0 | — |
| STATE STREET BALANCED IDX K | 04-2456637 | — | NONE | $0 | — |
Investments
25 direct securities · 1 pooled fund· $9.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.0M
25 holdings
Common Collective Trust
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD WELLESLEY INCOME ADMIRAL MUTUAL FUND 429 PUTNAM GROWTH OPPORTUNITIES R6 MUTUAL FUND | — | — | — | $1.6M | 18.4% | |
| T. ROWE PRICE RETIREMENT BLEND 2055 TR H MUTUAL FUND | — | — | — | $778K | 8.7% | |
| AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND | — | — | — | $730K | 8.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2035 TR H MUTUAL FUND | — | — | — | $662K | 7.4% | |
| T. ROWE PRICE RETIREMENT BLEND 2030 TR H MUTUAL FUND | — | — | — | $576K | 6.4% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 MUTUAL FUND | — | — | — | $560K | 6.3% | |
| FIDELITY SMALL CAP INDEX MUTUAL FUND | — | — | — | $536K | 6.0% | |
| T. ROWE PRICE RETIREMENT BLEND 2050 TR H MUTUAL FUND | — | — | — | $509K | 5.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2045 TR H MUTUAL FUND | — | — | — | $425K | 4.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2040 TR H MUTUAL FUND | — | — | — | $423K | 4.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2065 TR H MUTUAL FUND | — | — | — | $379K | 4.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2025 TR H MUTUAL FUND | — | — | — | $316K | 3.5% | |
| T. ROWE PRICE RETIREMENT BLEND 2060 TR H MUTUAL FUND | — | — | — | $283K | 3.2% | |
| PIMCO INTERNATIONAL BOND (USD-HDG) INSTL MUTUAL FUND | — | — | — | $211K | 2.4% | |
| BNY MELLON DYNAMIC VALUE FUND Y MUTUAL FUND | — | — | — | $185K | 2.1% | |
| FIDELITY 500 INDEX MUTUAL FUND | — | — | — | $159K | 1.8% | |
| STATE STREET BALANCED INDEX K MUTUAL FUND | — | — | — | $154K | 1.7% | |
| DODGE & COX INCOME X MUTUAL FUND | — | — | — | $111K | 1.2% | |
| BROWN ADVISORY SUSTAINABLE GROWTH I MUTUAL FUND | — | — | — | $104K | 1.2% | |
| FIDELITY TOTAL MARKET INDEX MUTUAL FUND | — | — | — | $100K | 1.1% | |
| T. ROWE PRICE RETIREMENT BLEND 2015 TR H MUTUAL FUND 607 * T. ROWE PRICE RETIREMENT BLEND 2020 TR H MUTUAL FUND | — | — | — | $69K | 0.8% | |
| AMERICAN FUNDS INFLATION LINKED BD R6 MUTUAL FUND | — | — | — | $22K | 0.3% | |
| T. ROWE PRICE GOVERNMENT MONEY I INTEREST BEARING CASH | — | — | — | $5K | <0.1% | |
| T. ROWE PRICE STABLE VALUE N MUTUAL FUND | — | — | — | $4K | <0.1% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| FEDERATED HERMES INST HIGH YIELD BOND R6 MUTUAL FUND | — | — | — | $2K | <0.1% |