Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHEELER SERVICES, INC.
EIN 58-2142065constructionLatest filing 2025
Plans
2
Retirement
2
$22.8M assets
Welfare
0
Participants
144
3539 TROTTERS DRIVE - ALPHARETTA, GA 30004770-667-0058wheelerservicesinc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.8M assets / 144 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#002
WHEELER SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$22.1M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WHEELER SERVICES 401(K) PLAN
401k
Assets$677K
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WHEELER SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.1M | 71 | 2025 | |
| 001 | WHEELER SERVICES 401(K) PLAN | 401k | $677K | 73 | 2025 |
Retirement plans