Sponsor portfolio
THE WHEATLEY GROUP, LLC
EIN 47-2781420real estateLatest filing 2025
Plans
1
Retirement
1
$792K assets
Welfare
0
Participants
12
5150 CHARLESTOWN RD - NEW ALBANY, IN 47150812-920-4539thewheatleygrp.comLinkedIn1-10 employeesreal estate
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WHEATLEY GROUP 401(K) PLAN | 401k | $792K | 12 | 2025 |
Retirement plans