How big is Wheelzy LLC's plan?

Wheelzy LLC's plan reported $537K in assets and 38 participants for 2025.

Original filing (PDF)20260427221112NAL0005149203035

Wheelzy LLC

Name: Wheelzy LLC — Wheelzy LLC 401(k) Plan, Form 5500 (2025)
Creator: Wheelzy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheelzy LLC 401(k) Plan

401(k) retirement plan · Wheelzy LLC's Wheelzy LLC 401(k) Plan held $537K in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$537K

Net assets (EOY)

$537K

Plan identifiers

Wheelzy LLC's EIN is 84-2092776.

EIN 84-2092776

Plan number 001

Plan year 2025

ACK ID 20260427221112NAL0005149203035

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wheelzy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wheelzy LLC's 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 WHEELZY LLC.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WHEELZY LLC

EIN

all filings

Address

109 E CHURCH ST STE 500 · ORLANDO, FL · 32801

Phone

(401) 527-2106

Industry

Retail Trade

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

White Sands RV, LLC

White Sands RV 401(k) Plan

$536K · 18 participants

Markovich Entertainment Group, Ltd.

Markovich Entertainment Group 401(k) Plan

$543K · 6 participants

Forth

Forth 401(k) Profit Sharing Plan & Trust

$544K · 37 participants

TURN Key RV Rentals, Inc.

TURN Key RV Rentals 401(k) PSP

$528K · 5 participants

Power Sports Plus, Inc. DBA Kirby Super Sports

Power Sports Plus, Inc. DBA Kirby Super Sports 401(k)/Profit Sharing Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.