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WHEELER & GRAY, INC. — WHEELER & GRAY 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260120151709NAL0004302288001
WHEELER & GRAY, INC.
Form 5500-SF
FILING_RECEIVED
WHEELER & GRAY 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
14
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WHEELER & GRAY, INC.
.
Find decision makers
Plan sponsor
Name
WHEELER & GRAY, INC.
EIN
95-1922050
Address
1333 S. MAYFLOWER AVENUE, SUITE 320 · MONROVIA, CA · 91016
Phone
(626) 432-5850
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-12-01
Tax period
2025-11-30
Filed
2026-01-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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