Wheeler Consolidated, Inc. Profit Sharing And Savings Plan
Sponsored by Wheeler Consolidated, Inc. · EIN 421256560 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 145
- With balances
- 156
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $44,032 |
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $5,133 |