How big is Wheelhouse Life Science Advisors' plan?

Wheelhouse Life Science Advisors' plan reported $873K in assets and 3 participants for 2025.

Original filing (PDF)20260522124113NAL0006806898001

Wheelhouse Life Science Advisors

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

Form 5500-SF

FILING_RECEIVED

Wheelhouse Life Science Advisors 401(k)

401(k) retirement plan · Wheelhouse Life Science Advisors' Wheelhouse Life Science Advisors 401(k) held $873K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$873K

Net assets (EOY)

$873K

People on this filing

Alexandra Santos signed Wheelhouse Life Science Advisors' 2025 Form 5500 as plan administrator.

Alexandra Santos — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wheelhouse Life Science Advisors' EIN is 82-3918821.

EIN 82-3918821

Plan number 001

Plan year 2025

ACK ID 20260522124113NAL0006806898001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wheelhouse Life Science Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wheelhouse Life Science Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 LIFE SCIENCE ADVISORS.

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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