How big is Cartwheel Insights' plan?

Cartwheel Insights' plan reported $69K in assets and 1 participants for 2024.

Original filing (PDF)20250611101945NAL0025837808001

Cartwheel Insights

Name: Cartwheel Insights — Cartwheel Insights 401(k) Plan, Form 5500 (2024)
Creator: Cartwheel Insights
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cartwheel Insights 401(k) Plan

401(k) retirement plan · Cartwheel Insights' Cartwheel Insights 401(k) Plan held $69K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$69K

Net assets (EOY)

$69K

People on this filing

ZOE Weiss signed Cartwheel Insights' 2024 Form 5500 as plan administrator.

ZOE Weiss — 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

Cartwheel Insights' EIN is 87-1309229.

EIN 87-1309229

Plan number 001

Plan year 2024

ACK ID 20250611101945NAL0025837808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cartwheel Insights from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cartwheel Insights' 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 CARTWHEEL INSIGHTS.

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