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Sponsor portfolio

WAGON WHEEL SCHOOL INC

EIN 95-4611732-education management-Latest filing 2025
Plans
3
Retirement
3
$2.2M assets
Welfare
0
Participants
68
1105 CAROLYN WAY - LOS ANGELES, CA 90004310-350-1909wagonwheelschool.orgLinkedIn11-50 employeeseducation management
Plans on this EIN
3 filings
#001TraditionalDB-$1.4M - 11 part#003401k-$574K - 46 part#002ProfitSharing-$250K - 11 part

Retirement portfolio analytics

3 plans aggregated / $2.2M assets / 68 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • DEFINED BENEFIT PENSION (#001)62%
  • PROFIT SHARING PLAN (#003)26%
  • PROFIT SHARING PLAN (#002)11%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)46
  • DEFINED BENEFIT PENSION (#001)11
  • PROFIT SHARING PLAN (#002)11
Total 68Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WAGON WHEEL SCHOOL, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WAGON WHEEL SCHOOL, INC. 401K PROFIT SHARING PLAN

401k

Assets$574K
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WAGON WHEEL SCHOOL, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$250K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001WAGON WHEEL SCHOOL, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$1.4M112024
003WAGON WHEEL SCHOOL, INC. 401K PROFIT SHARING PLAN401k$574K462025
002WAGON WHEEL SCHOOL, INC. PROFIT SHARING PLANProfitSharing$250K112025
Retirement plans
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