Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHEELER ASSOCIATES
EIN 41-0806066financial servicesLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
21
324 WEST SUPERIOR STREET, SUITE 1000 - DULUTH, MN 55802218-336-8528wheelera.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 21 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHEELER FINANCIAL, INC 401(K) PLAN
401k
Assets$4.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WHEELER FINANCIAL, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$770K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHEELER FINANCIAL, INC 401(K) PLAN | 401k | $4.3M | 14 | 2025 | |
| 002 | WHEELER FINANCIAL, INC. CASH BALANCE PENSION PLAN | CashBalance | $770K | 7 | 2025 |
Retirement plans