Wheels, Llc Retirement Savings Plan
Sponsored by Wheels, Llc · EIN 362317983 · Plan #001
- Total assets
- $270M
- Net assets
- $270M
- Active participants
- 1,976
- With balances
- 2,384
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $212,578 |
| Forest Capital Management Llc | Investment advisory (plan) | $85,000 |