How big is Wheeler Associates' plan?

Wheeler Associates' plan reported $4.4M in assets and 13 participants for 2024.

Original filing (PDF)20251007101831NAL0004427105001

Wheeler Associates

Name: Wheeler Associates — Wheeler Financial, Inc. 401(k), Form 5500 (2024)
Creator: Wheeler Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheeler Financial, Inc. 401(k) Plan

401(k) retirement plan · Wheeler Associates' Wheeler Financial, Inc. 401(k) Plan held $4.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Ryan Coole signed Wheeler Associates' 2024 Form 5500 as plan administrator.

Ryan Coole — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wheeler Associates' EIN is 41-0806066.

EIN 41-0806066

Plan number 001

Plan year 2024

ACK ID 20251007101831NAL0004427105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wheeler Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wheeler Associates' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score