Back to filter
Original filing (PDF)20250702155216NAL0007387299001
WHEELER MCCARTNEY, P.C.
Form 5500-SF
FILING_RECEIVED
WHEELER MCCARTNEY, P.C. RETIREMENT TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
100
Participation health
100
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 WHEELER MCCARTNEY, P.C..
Plan sponsor
Name
WHEELER MCCARTNEY, P.C.
EIN
45-0404921
Address
35 4TH STREET N. · SUITE 102 · FARGO, ND · 58102
Phone
(701) 241-9282
Industry
Professional & Technical Servicessee 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
2025-07-02
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
CRANE CONSULTANTS, INC.
CRANE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 4 participants
FREW DEVELOPMENT GROUP, LLC
FREW DEVELOPMENT GROUP, LLC 401(K) PLAN
$1.2M · 9 participants
MAYO MECHANICAL, INC.
MAYO MECHANICAL, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 17 participants
RSR ENVIRONMENTAL CONSULTING, LL
RSR ENVIRONMENTAL CONSULTING 401(K) PLAN
$1.2M · 4 participants
TOMORROW PARTNERS, LLC
TOMORROW PARTNERS 401(K) PROFIT SHARING PLAN
$1.2M · 6 participants
EXPERIENCE MANAGEMENT INSTITUTE, LLC
EXPERIENCE MANAGEMENT INSTITUTE, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 9 participants
Large plans in North Dakota
SANFORD
SANFORD RETIREMENT SAVINGS PLAN
$3.6B · 33,144 participants
BORDER STATES INDUSTRIES, INC.
BORDER STATES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$1.3B · 3,196 participants
SCHEELS ALL SPORTS, INC.
SCHEELS EMPLOYEE STOCK OWNERSHIP PLAN
$963.0M · 4,480 participants
KNIFE RIVER CORPORATION
KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN
$856.4M · 5,546 participants
BELL BANK
BELL AGGRESSIVE GROWTH FUND
$791.3M
MDU RESOURCES GROUP, INC.
MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN
$775.6M · 2,064 participants