Plan Snapshot
- Plan Sponsor: Wheel Health INC.
- Sponsor EIN: 822819397
- Sponsor Address: 2330 S LAMAR BLVD, AUSTIN, TX, 78704
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $4.9M | $207,216 | $1.1M |
| 2023 | 112 | $4.1M | $263,511 | $1.5M |
| 2022 | 195 | $3.2M | $320,318 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FRANK, RIMERMAN + CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK, RIMERMAN + CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,315 | $3,447 | — | — | — |
| 2023 | $6,262 | $2,822 | — | — | — |
| 2022 | $1,986 | — | — | — | — |