Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust
Sponsored by Wheeler Manufacturing Co., Inc. · EIN 460259808 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 104
- With balances
- 104
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $34,452 |
| Visionpoint Advisory Group | Investment advisory (plan), Other fees | $0 |