AUMdb

Wheel Pros, Llc 401(k) Retirement Plan

Sponsored by Wheel Pros, Llc · EIN 270745738 · Plan #001

Total assets
$84.8M
Net assets
$84.8M
Active participants
932
With balances
1,697

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Usa Recordkeeping, Recordkeeping fees, Account maintenance fees $138,274
Osaic Hq Investment advisory (participants), Investment advisory (plan) $129,633
Creative Retirement Plan Consulting Plan administrator $43,210
Wilshire Asscoaties Investment management $16,932