The Wheeler School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Wheeler School (EIN 050259101)
  • Plan Type: 403(b)
  • Total Participants: 220
  • Total Assets: $70.3M
  • Sponsor State: RI

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024220$70.3M$1.2M$1.5M
2023228$64.8M$1.1M$1.5M
2022215$57.9M$836,033$1.4M

Service Providers

  • COHNREZNICK LLP — Accountant / Independent Qualified Public Accountant ($31,169)

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