# Wheeler Manufacturing Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/wheeler-manufacturing-co-inc-460259808-002

> Wheeler Manufacturing Co., INC.'s 401(k) plan: 123 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Wheeler Manufacturing Co., INC.

- **Sponsor EIN:** 460259808

- **Sponsor Address:** PO BOX 629, LEMMON, SD, 576380629

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 123

- **Total Assets:** $7.4M

## 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.|

| 2025|123|$7.4M|$0|$0|

| 2024|104|$7.8M|$76,468|$283,227|

| 2023|108|$7.4M|$81,031|$283,787|

| 2022|105|$7.4M|$84,478|$299,394|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$36,767|—|$36,767|

| VISIONPOINT ADVISORY GROUP|Investment Advisor|—|$11,651|$11,651|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,418

- **Estimated Expense Ratio:** 0.657% 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|

| 2025|$1,871,995|—|$36,768|—|—|

| 2024|$34,452|—|$34,452|—|—|

| 2023|$32,197|—|$32,197|—|—|

| 2022|$34,049|—|$34,049|—|—|

## Similar Plans

- [Wheeler Manufacturing Co INC](https://planprovider.pro/companies/wheeler-manufacturing-co-inc-460259808-502) — 85 participants

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