Plan Snapshot
- Plan Sponsor: Wheel Pros, LLC
- Sponsor EIN: 270745738
- Sponsor Address: 5347 S. VALENTIA WAY, SUITE 200, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 932
- Total Assets: $84.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 932 | $84.8M | $1.2M | $6.1M |
| 2023 | 1,543 | $87.6M | $6.3M | $9.0M |
| 2022 | 2,502 | $77.9M | $5.3M | $7.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK USA | Recordkeeper | $138,274 | — | $138,274 |
| OSAIC-HQ | Investment Advisor | $129,633 | — | $129,633 |
| CREATIVE RETIREMENT PLAN CONSULTING | Recordkeeper | $43,210 | — | $43,210 |
| WILSHIRE ASSCOATIES | Investment Advisor | $16,932 | — | $16,932 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — Recordkeeper
- WILSHIRE ASSCOATIES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $328,049
- Estimated Expense Ratio: 0.387% of plan assets
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 | $404,216 | — | $404,216 | — | — |
| 2023 | $381,482 | — | $381,482 | — | — |
| 2022 | $246,780 | — | $246,780 | — | — |