form5500lookup

Form 5500 · Retirement plan · DES PLAINES, IL

WHEELS, LLC

The filing calls this plan WHEELS, LLC RETIREMENT SAVINGS PLAN.

WHEELS, LLC of DES PLAINES, IL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-2317983 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
1,542
Contracts on file
1
Contract value
$3,462,586
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY.

The contracts held $3,462,586 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC188December$3,462,586$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
WHEELS, LLC
EIN 36-2317983
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$212,578
paid directly by the plan
FOREST CAPITAL MANAGEMENT LLC
ADVISOR · EIN 46-5576228
$85,000
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 2,095 employees, 2 recordable cases, 25 days away from work.

EmployeesThe company's own average for the year
2,095
Hours worked
4,291,173
Recordable cases
2
Days away from work
25

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$269,524,108
Paid out in benefits
$26,937,684
Participants at the start of the year
1,542
Participants with account balances
2,384

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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