How big is Wheelhouse Advisory Group LLC's plan?

Wheelhouse Advisory Group LLC's plan reported $5K in assets and 16 participants for 2024.

Original filing (PDF)20251229105033NAL0025827648001

Wheelhouse Advisory Group LLC

Name: Wheelhouse Advisory Group LLC — Wheelhouse Advisory, Form 5500 (2024)
Creator: Wheelhouse Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheelhouse Advisory Group LLC MCF Benefit Plan

Health & welfare plan · Wheelhouse Advisory Group LLC's Wheelhouse Advisory Group LLC MCF Benefit Plan held $5K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

People on this filing

Becky Wekenborg signed Wheelhouse Advisory Group LLC's 2024 Form 5500 as plan administrator.

Becky Wekenborg — 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 Advisory Group LLC's EIN is 85-3465446.

EIN 85-3465446

Plan number 501

Plan year 2024

ACK ID 20251229105033NAL0025827648001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wheelhouse Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wheelhouse Advisory Group LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHEELHOUSE ADVISORY GROUP LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score