Wheeler Trucking, Inc. 401(k) Plan
Sponsored by Wheeler Trucking, Inc. · EIN 383534605 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 368
- With balances
- 359
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
| Brown Advisory Llc CRD 110181 | fuzzy_auto · 94% | 2024 |
| Artisan Partners Uk Llp CRD 152711 | fuzzy_auto · 94% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $47,044 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Victory Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Putnam Mutual Funds | Investment management, Shareholder servicing fees | $0 |
| Tiaa Cref | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Federated Funds | Investment management, Shareholder servicing fees | $0 |
| Principal Funds | Investment management, Shareholder servicing fees | $0 |
| Brown Advisory Funds | Investment management, Shareholder servicing fees | $0 |
| Prudential Jennison | Investment management, Shareholder servicing fees | $0 |
| Artisan Partners | Investment management, Shareholder servicing fees | $0 |
| Dodge & Cox | Investment management, Shareholder servicing fees | $0 |
| Bank Of New York Mellon Corp | Investment management, Shareholder servicing fees | $0 |
| Calvert Group | Investment management, Shareholder servicing fees | $0 |
| State Street Balanced Idx K | Investment management, Shareholder servicing fees | $0 |