401k Record

Employers › Wheels

Wheels 401(k)

Recordkeeping fees per participant · Wheels, LLC Retirement Savings Plan · plan year 2024

$76.46

Higher than 83% of the 1,697 plans $250M to 1B that report it.

Source

= $182,278 / 2,384
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015131413NAL0006370048001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015131413NAL0006370048001, received 2025-10-15

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.

Cost and contributions

Administrative expenses excluding investment management, per participant

$90.26

10th: $18.52median $67.2190th: $147.71

Higher than 70% of the 2,324 plans $250M to 1B that report it.

Source

= $215,170 / 2,384
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015131413NAL0006370048001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015131413NAL0006370048001, received 2025-10-15

Administrative expenses per participant

$125.91

10th: $27.95median $88.2590th: $203.68

Higher than 73% of the 2,405 plans $250M to 1B that report it.

Source

= $300,170 / 2,384
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015131413NAL0006370048001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015131413NAL0006370048001, received 2025-10-15

Administrative expenses as a share of assets

0.111%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 71% of the 2,407 plans $250M to 1B that report it.

Source

= $300,170 / $269,524,108
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015131413NAL0006370048001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015131413NAL0006370048001, received 2025-10-15

Employer contributions per participant

$2,540

10th: $1,169median $3,07390th: $8,346

Higher than 39% of the 2,457 plans $250M to 1B that report it.

Source

= $6,055,067 / 2,384
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015131413NAL0006370048001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015131413NAL0006370048001, received 2025-10-15

Employer share of total contributions

25.4%

10th: 17.5%median 31.1%90th: 48.7%

Higher than 31% of the 2,459 plans $250M to 1B that report it.

Source

= $6,055,067 / $23,860,151
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015131413NAL0006370048001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015131413NAL0006370048001, received 2025-10-15

Plan terms, as stated in Wheels, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015131413NAL0006370048001, received 2025-10-15

Full record, Wheels, LLC Retirement Savings Plan

FieldValueSource
Plan sponsorWHEELS, LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015131413NAL0006370048001, received 2025-10-15
Plan nameWHEELS, LLC RETIREMENT SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251015131413NAL0006370048001, received 2025-10-15
Sponsor EIN / plan number36-2317983 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015131413NAL0006370048001, received 2025-10-15
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015131413NAL0006370048001, received 2025-10-15
Sponsor locationDES PLAINES, ILForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015131413NAL0006370048001, received 2025-10-15
Industry (business code)532100, Real estate and rental and leasingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015131413NAL0006370048001, received 2025-10-15
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015131413NAL0006370048001, received 2025-10-15
Filing received2025-10-15Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015131413NAL0006370048001, received 2025-10-15
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015131413NAL0006370048001, received 2025-10-15
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251015131413NAL0006370048001, received 2025-10-15
Participants, beginning of year1,542Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015131413NAL0006370048001, received 2025-10-15
Active participants1,976Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015131413NAL0006370048001, received 2025-10-15
Participants, end of year2,468Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015131413NAL0006370048001, received 2025-10-15
Participants with an account balance2,384Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015131413NAL0006370048001, received 2025-10-15
Total assets, beginning of year$154,573,590Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015131413NAL0006370048001, received 2025-10-15
Total assets, end of year$269,524,108Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015131413NAL0006370048001, received 2025-10-15
Net assets, end of year$269,524,108Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015131413NAL0006370048001, received 2025-10-15
Total income$59,128,438Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015131413NAL0006370048001, received 2025-10-15
Net income$31,887,779Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015131413NAL0006370048001, received 2025-10-15
Employer contributions$6,055,067Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015131413NAL0006370048001, received 2025-10-15
Participant contributions$14,554,049Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015131413NAL0006370048001, received 2025-10-15
Other contributions (incl. rollovers)$3,251,035Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015131413NAL0006370048001, received 2025-10-15
Total contributions$23,860,151Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015131413NAL0006370048001, received 2025-10-15
Benefit payments$26,937,684Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015131413NAL0006370048001, received 2025-10-15
Total expenses (incl. benefit payments)$27,240,659Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015131413NAL0006370048001, received 2025-10-15
Total administrative expenses$300,170Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015131413NAL0006370048001, received 2025-10-15
Contract administrator fees$300Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015131413NAL0006370048001, received 2025-10-15
Recordkeeping fees$182,278Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015131413NAL0006370048001, received 2025-10-15
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015131413NAL0006370048001, received 2025-10-15
Investment advisory and management fees$85,000Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015131413NAL0006370048001, received 2025-10-15
Administrative expenses excluding investment management$215,170derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015131413NAL0006370048001, received 2025-10-15
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015131413NAL0006370048001, received 2025-10-15
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015131413NAL0006370048001, received 2025-10-15
Held in mutual funds$250,644,801Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015131413NAL0006370048001, received 2025-10-15
Independent auditorERNST AND YOUNGSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015131413NAL0006370048001, received 2025-10-15

Position = column in the DOL layout for form year 2024. Filing 20251015131413NAL0006370048001, received 2025-10-15.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $212,578yes
FOREST CAPITAL MANAGEMENT LLCADVISOR 27 Investment advisory (plan) $85,000no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015131413NAL0006370048001, received 2025-10-15.

What changed since the 2023 plan year

Figure20232024Change
Total assets$154,573,590$269,524,10874.4%
Participants with a balance1,5132,38457.6%
Administrative expenses$193,354$300,17055.2%
Recordkeeping fees per participant$63.16$76.4621.1%
Employer contributions$4,087,625$6,055,06748.1%

Prior filing 20241018160955NAL0055217920001, received 2024-10-18; the plan years are contiguous.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Wheels, LLC Retirement Savings Plan appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: WHEELS, LLC; SEC registrant: Wheels, LLC (CIK 1680788, matched by EIN).