How big is Wheelfish Group, LLC's plan?

Wheelfish Group, LLC's plan reported $289K in assets and 21 participants for 2025.

Original filing (PDF)20260427133202NAL0013513840001

Wheelfish Group, LLC

Name: Wheelfish Group, LLC — Wheelfish Group, LLC 401(k), Form 5500 (2025)
Creator: Wheelfish Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheelfish Group, LLC 401(k) Plan

401(k) retirement plan · Wheelfish Group, LLC's Wheelfish Group, LLC 401(k) Plan held $289K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$289K

Net assets (EOY)

$289K

People on this filing

ANN Pendery signed Wheelfish Group, LLC's 2025 Form 5500 as plan administrator.

ANN Pendery — 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

Wheelfish Group, LLC's EIN is 87-4087625.

EIN 87-4087625

Plan number 001

Plan year 2025

ACK ID 20260427133202NAL0013513840001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wheelfish Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wheelfish Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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

Knocking points off