Original filing (PDF)20250714222039NAL0003509298001

THE CARROLL AND MARGUERITE WHEELER FOUNDATION

Name: THE CARROLL AND MARGUERITE WHEELER FOUNDATION — THE CARROLL AND MARGUERITE WHEELER FOUNDATION 401(K) PLAN, Form 5500 (2024)
Creator: THE CARROLL AND MARGUERITE WHEELER FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE CARROLL AND MARGUERITE WHEELER FOUNDATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CARROLL AND MARGUERITE WHEELER FOUNDATION.

Plan sponsor

Name

THE CARROLL AND MARGUERITE WHEELER FOUNDATION

EIN

82-7129734

Address

213 BLACK WOLF RUN · AUSTIN, TX · 78738

Phone

(602) 300-7562

Industry

Other Services (ex. Public Admin)see all

Plan administrator