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WHEELER FINANCIAL SERVICES, LLC

EIN 20-5421654-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$325K assets
Welfare
0
Participants
5
535 WELLINGTON WAY STE 240 - LEXINGTON, KY 40503859-219-2400
Plans on this EIN
1 filing
#001401k-$325K - 5 part

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Retirement#001

WHEELER FINANCIAL SERVICES, LLC 401K PS PLAN

401k

Assets$325K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHEELER FINANCIAL SERVICES, LLC 401K PS PLAN401k$325K52025
Retirement plans
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