How big is Wheelhouse Capital Group Service's plan?

Wheelhouse Capital Group Service's plan reported $2.7M in assets and 18 participants for 2024.

Original filing (PDF)20251010082124NAL0007366561001

Wheelhouse Capital Group Service

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

Form 5500-SF

FILING_RECEIVED

Wheelhouse Capital Group Services, LLC 401(k) Plan

401(k) retirement plan · Wheelhouse Capital Group Service's Wheelhouse Capital Group Services, LLC 401(k) Plan held $2.7M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Stacy Estelle signed Wheelhouse Capital Group Service's 2024 Form 5500 as plan administrator.

Stacy Estelle — 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 Capital Group Service's EIN is 86-1313352.

EIN 86-1313352

Plan number 001

Plan year 2024

ACK ID 20251010082124NAL0007366561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wheelhouse Capital Group Service's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score