Original filing (PDF)20251014073455NAL0004936946001

The Wheeling Corporation

Name: The Wheeling Corporation — Wheeling Corporation, Form 5500 (2024)
Creator: The Wheeling Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wheeling Corporation Employees' Retirement Plan

401(k) retirement plan · The Wheeling Corporation's Wheeling Corporation Employees' Retirement Plan held $42.6M in plan assets for 407 participants in 2024, with Empower as recordkeeper.

Signals · 1

22% employer stock

Active participants

407

Accounts w/ balance

474

Plan assets (EOY)

$42.6M

Net assets (EOY)

$42.6M

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

THE WHEELING CORPORATION

EIN

51-0326386all filings

Address

100 1ST SE · BREWSTER, CT · 446131202

Phone

(330) 767-7257

Industry

Transportation & Warehousing

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$74K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

41 direct securities· $42.6M(100% of reported assets)

Mutual Funds

$19.9M

32 holdings

Common Stocks

$9.3M

1 holding

Other securities

$9.0M

5 holdings

Common Collective Trusts

$2.8M

2 holdings

Bonds / Notes

$1.6M

1 holding

					% of plan
SAGIC Diversified Bond II Investment Contract with Insurance Company	Common Stocks	—	—	$9.3M	21.9%
JPMorgan Large Cap Growth R6 Mutual Funds	Other securities	—	—	$6.4M	14.9%
Vanguard Target Retirement 2040 Inv Mutual Funds	Mutual Funds	—	—	$3.4M	8.0%
Vanguard Target Retirement 2050 Inv Mutual Funds	Mutual Funds	—	—	$2.2M	5.2%
Fidelity 500 Index Mutual Funds	Common Collective Trusts	—	—	$2.0M	4.7%
Fidelity Large Cap Growth Index Mutual Funds	Mutual Funds	—	—	$1.6M	3.8%
Participant Notes Receivable Notes receivable at various maturity dates and interest rates (4.25% - 9.50%)	Bonds / Notes	—	—	$1.6M	3.6%
T. Rowe Price U.S. Equity Research I Mutual Funds	Other securities	—	—	$1.5M	3.5%
Vanguard Target Retirement 2030 Inv Mutual Funds	Mutual Funds	—	—	$1.4M	3.4%
Fidelity Large Cap Value Index Mutual Funds	Mutual Funds	—	—	$1.2M	2.7%
Vanguard Mid-Cap Value Index Admiral Mutual Funds	Mutual Funds	—	—	$956K	2.2%
Fidelity Advisor Strategic Income Z Mutual Funds	Mutual Funds	—	—	$875K	2.1%
Fidelity Small Cap Growth Index Mutual Funds	Mutual Funds	—	—	$856K	2.0%
Vanguard Emerging Mkts Stock Idx Adm Mutual Funds	Common Collective Trusts	—	—	$826K	1.9%
Fidelity Mid Cap Index Mutual Funds	Mutual Funds	—	—	$691K	1.6%
Fidelity Inflation Protected Bond Index Mutual Funds	Mutual Funds	—	—	$625K	1.5%
American Funds New Perspective R6 Mutual Funds	Mutual Funds	—	—	$619K	1.5%
MFS International Equity R6 Mutual Funds	Mutual Funds	—	—	$597K	1.4%
Fidelity Mid Cap Growth Index Mutual Funds	Mutual Funds	—	—	$564K	1.3%
JPMorgan Mid Cap Growth R6 Mutual Funds	Other securities	—	—	$547K	1.3%
Vanguard Target Retirement 2065 Inv Mutual Funds	Mutual Funds	—	—	$515K	1.2%
MassMutual Small Cap Opportun I Mutual Funds	Other securities	—	—	$490K	1.1%
Vanguard Target Retirement 2035 Inv Mutual Funds	Mutual Funds	—	—	$486K	1.1%
Vanguard Small Cap Value Index Admiral Mutual Funds	Mutual Funds	—	—	$485K	1.1%
Vanguard Small Cap Index Adm Mutual Funds	Mutual Funds	—	—	$461K	1.1%
Vanguard Target Retirement 2060 Inv Mutual Funds	Mutual Funds	—	—	$446K	1.0%
Vanguard Target Retirement 2055 Inv Mutual Funds	Mutual Funds	—	—	$430K	1.0%
Fidelity International Index Mutual Funds	Mutual Funds	—	—	$414K	1.0%
DFA Real Estate Securities I Mutual Funds	Mutual Funds	—	—	$343K	0.8%
Vanguard Target Retirement 2045 Inv Mutual Funds	Mutual Funds	—	—	$166K	0.4%
Vanguard Target Retirement Income Inv Mutual Funds	Mutual Funds	—	—	$127K	0.3%
Vanguard Target Retirement 2020 Inv Mutual Funds	Mutual Funds	—	—	$90K	0.2%
JPMorgan Equity Income R6 Mutual Funds	Other securities	—	—	$73K	0.2%
Fidelity Small Cap Growth K6 Mutual Funds	Mutual Funds	—	—	$59K	0.1%
American Funds New World R6 Mutual Funds	Mutual Funds	—	—	$57K	0.1%
DFA US Targeted Value I Mutual Funds	Mutual Funds	—	—	$46K	0.1%
Vanguard Target Retirement 2025 Inv Mutual Funds	Mutual Funds	—	—	$45K	0.1%
DFA U.S. Vector Equity I Mutual Funds	Mutual Funds	—	—	$39K	<0.1%
MFS Blended Research Mid Cap Eq R6 Mutual Funds	Mutual Funds	—	—	$29K	<0.1%
Fidelity US Bond Index Mutual Funds	Mutual Funds	—	—	$28K	<0.1%
American Funds Bond Fund of Amer R6 Mutual Funds	Mutual Funds	—	—	$15K	<0.1%