· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WHEELIS MECHANICAL CO., LLC — WHEELIS MECHANICAL CO., LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002182130NAL0000782321001
WHEELIS MECHANICAL CO., LLC
Form 5500-SF
FILING_RECEIVED
WHEELIS MECHANICAL CO., LLC 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
8
Plan assets (EOY)
$55K
Net assets (EOY)
$55K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WHEELIS MECHANICAL CO., LLC
.
Find decision makers
Plan sponsor
Name
WHEELIS MECHANICAL CO., LLC
EIN
62-1760326
Address
P.O. BOX 18408 · MEMPHIS, TN · 38181
Phone
(901) 375-0076
Industry
Plumbing, Heating, AC Contractors
· Construction
see 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
CROFT HEATING & AIR CONDITIONI
CROFT HEATING & AIR CONDITIONI 401(K) PROFIT SHARING PLAN & TRUST
$55K · 5 participants
DYNASTY ELECTRICAL SERVICES INC
DYNASTY ELECTRICAL SERVICES
$55K · 3 participants
INDOOR CLIMATE SOLUTIONS INC.
INDOOR CLIMATE SOLUTIONS INC. 401(K) PLAN
$55K · 2 participants
TEXAS BEST PLUMBING & SERVICES
TEXAS BEST PLUMBING & SERVICES 401(K) PROFIT SHARING PLAN AND T
$55K · 6 participants
NYC PLUMBING AND HEATING INC
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.
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NYC PLUMBING AND HEATING INC 401(K) PROFIT SHARING PLAN & TRU
$55K · 6 participants
MILE HIGH DRAIN CLEANING INC
MILE HIGH DRAIN CLEANING 401(K) PLAN
$55K · 19 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
