Wheaton Securities INC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wheaton Securities INC
  • Sponsor EIN: 363854467
  • Sponsor Address: 1 W DUNDEE RD STE 200, BUFFALO GROVE, IL, 600893770
  • Plan Type: DC
  • Total Participants: 0
  • Total Assets: $3,181

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$3,181$0$0
20230$3,448$0$0
20222$7.9M$0$0

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