Original filing (PDF)20251010082124NAL0007366561001

WHEELHOUSE CAPITAL GROUP SERVICE

Name: WHEELHOUSE CAPITAL GROUP SERVICE — WHEELHOUSE CAPITAL GROUP SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: WHEELHOUSE CAPITAL GROUP SERVICE

Form 5500-SF

FILING_RECEIVED

WHEELHOUSE CAPITAL GROUP SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 CAPITAL GROUP SERVICE.

Plan sponsor

Name

WHEELHOUSE CAPITAL GROUP SERVICE

EIN

86-1313352

Address

3349A STATE ROUTE 138 BLDG A · SUITE A 2ND FLOOR · WALL TOWNSHIP, NJ · 07719

Phone

(732) 749-7427

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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