How big is Wheelhouse Wealth Advisors' plan?

Wheelhouse Wealth Advisors' plan reported $1.7M in assets and 2 participants for 2024.

Original filing (PDF)20250725085245NAL0005590209001

Wheelhouse Wealth Advisors

Name: Wheelhouse Wealth Advisors — Wheelhouse Wealth, Form 5500 (2024)
Creator: Wheelhouse Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheelhouse Wealth Advisors 401(k) Plan

401(k) retirement plan · Wheelhouse Wealth Advisors' Wheelhouse Wealth Advisors 401(k) Plan held $1.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Wheelhouse Wealth Advisors' EIN is 46-4309508.

EIN 46-4309508

Plan number 001

Plan year 2024

ACK ID 20250725085245NAL0005590209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wheelhouse Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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