How big is Wheelhouse Direct, LLC's plan?

Wheelhouse Direct, LLC's plan reported $556K in assets and 3 participants for 2025.

Original filing (PDF)20260413155129NAL0022373874001

Wheelhouse Direct, LLC

Name: Wheelhouse Direct, LLC — Wheelhouse Direct, LLC, Form 5500 (2025)
Creator: Wheelhouse Direct, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheelhouse Direct, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wheelhouse Direct, LLC's Wheelhouse Direct, LLC 401(k) Profit Sharing Plan held $556K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

Plan identifiers

Wheelhouse Direct, LLC's EIN is 47-1213719.

EIN 47-1213719

Plan number 001

Plan year 2025

ACK ID 20260413155129NAL0022373874001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wheelhouse Direct, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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