Original filing (PDF)20250728075735NAL0002438320001

WHEELER, FAIRMAN & KELLEY

Name: WHEELER, FAIRMAN & KELLEY — WHEELER, FAIRMAN & KELLEY 401(K) PLAN, Form 5500 (2024)
Creator: WHEELER, FAIRMAN & KELLEY

Form 5500-SF

FILING_RECEIVED

WHEELER, FAIRMAN & KELLEY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHEELER, FAIRMAN & KELLEY.

Plan sponsor

Name

WHEELER, FAIRMAN & KELLEY

EIN

74-2672812

Address

6011 W COURTYARD DRIVE · BUILDING 5, SUITE 400 · AUSTIN, TX · 78730

Phone

(512) 472-2350

Industry

CPA Offices· 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

2025-07-28

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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