Plan Snapshot
- Plan Sponsor: Wheelhouse Credit Union
- Sponsor EIN: 951593663
- Sponsor Address: 9212 BALBOA AVE, SAN DIEGO, CA, 921231514
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $8.3M
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 | 73 | $8.3M | $277,639 | $501,778 |
| 2023 | 80 | $10.7M | $310,805 | $486,533 |
| 2022 | 80 | $9.1M | $274,626 | $459,623 |
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 |
|---|---|---|---|---|
| JGD & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES — 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 | $45,722 | $32,391 | — | — | — |
| 2023 | $43,647 | $33,732 | — | — | — |
| 2022 | $44,493 | — | $44,493 | — | — |