Wheeling Investments, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wheeling Investments, INC.
  • Sponsor EIN: 834142120
  • Sponsor Address: 5675 E. BENT TREE DRIVE, SCOTTSDALE, AZ, 85266
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $858,010

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$858,010$0$10,696
20234$853,655$0$14,075
20224$844,236$0$12,400

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