Plan Snapshot
- Plan Sponsor: Wheels, LLC
- Sponsor EIN: 362317983
- Sponsor Address: 666 GARLAND PLACE, DES PLAINES, IL, 60016
- Plan Type: 401(k)
- Total Participants: 1,976
- Total Assets: $269.5M
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 | 1,976 | $269.5M | $6.1M | $14.6M |
| 2023 | 1,204 | $154.6M | $4.1M | $8.7M |
| 2022 | 812 | $94.2M | $1.8M | $7.0M |
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 |
|---|---|---|---|---|
| ERNST AND YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST AND YOUNG — 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 | $300,170 | $85,000 | $300 | — | — |
| 2023 | $193,354 | $97,500 | $300 | — | — |
| 2022 | $246,237 | — | — | — | — |