Sponsor portfolio
WHEELER CPA GROUP PC
EIN 99-2607598Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$651K assets
Welfare
0
Participants
16
2006 STADIUM DR, STE 103 - BOZEMAN, MT 59715209-325-8500
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 | TIM WHEELER ACCOUNTANCY CORPORATION RETIREMENT PLAN | 401k | $651K | 16 | 2025 |
Retirement plans