Original filing (PDF)20240430150433NAL0040928146001

Wheelhouse Solutions

Name: Wheelhouse Solutions — Wheelhouse Solutions 401(k), Form 5500 (2022)
Creator: Wheelhouse Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheelhouse Solutions 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wheelhouse Solutions' Wheelhouse Solutions 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2022.

Signals · 1

Late filing · 5.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Wheelhouse Solutions' EIN is 81-5391511.

EIN 81-5391511

Plan number 001

Plan year 2022

ACK ID 20240430150433NAL0040928146001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Wheelhouse Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Wheelhouse Solutions' 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 SOLUTIONS.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off