Original filing (PDF)20251229105033NAL0025827648001

WHEELHOUSE ADVISORY GROUP LLC

Name: WHEELHOUSE ADVISORY GROUP LLC — WHEELHOUSE ADVISORY GROUP LLC MCF BENEFIT PLAN, Form 5500 (2024)
Creator: WHEELHOUSE ADVISORY GROUP LLC

Form 5500-SF

FILING_RECEIVED

WHEELHOUSE ADVISORY GROUP LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHEELHOUSE ADVISORY GROUP LLC.

Plan sponsor

Name

WHEELHOUSE ADVISORY GROUP LLC

EIN

85-3465446

Address

12250 WEBER HILL ROAD SUITE 305 · FENTON, MO · 63127

Phone

(636) 400-7889

Industry

Finance & Insurancesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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