Plan Snapshot
- Plan Sponsor: Wheeler Trucking, INC.
- Sponsor EIN: 383534605
- Sponsor Address: 7439 SHERIDAN ROAD, FLUSHING, MI, 48433
- Plan Type: 401(k)
- Total Participants: 368
- Total Assets: $9.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 368 | $9.0M | $870,041 | $1.6M |
| 2023 | 356 | $7.3M | $849,473 | $1.5M |
| 2022 | 237 | $4.7M | $512,605 | $1.0M |
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 |
|---|---|---|---|---|
| YEO & YEO, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO, P.C. — 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 | $47,044 | — | — | — | — |
| 2023 | $61,714 | $26,815 | $34,899 | — | — |
| 2022 | $44,431 | — | $44,431 | — | — |