How big is Wheeler and BI, LLP's plan?

Wheeler and BI, LLP's plan reported $381K in assets and 8 participants for 2024.

Original filing (PDF)20250829155241NAL0022593554001

Wheeler and BI, LLP

Name: Wheeler and BI, LLP — Wheeler and BI, LLP 401(k), Form 5500 (2024)
Creator: Wheeler and BI, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheeler and BI, LLP 401(k) Plan

401(k) retirement plan · Wheeler and BI, LLP's Wheeler and BI, LLP 401(k) Plan held $381K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

People on this filing

TARA Evans, for TAG Resources signed Wheeler and BI, LLP's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Wheeler and BI, LLP's EIN is 83-2997236.

EIN 83-2997236

Plan number 001

Plan year 2024

ACK ID 20250829155241NAL0022593554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wheeler and BI, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wheeler and BI, LLP's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off