What public Form 5500 filings show about the A.P. Whaley LLC 401(k) plan — and how to find and check your own account.
A.P. Whaley LLC (EIN 80-0595564) reports A.P. WHALEY LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $916K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full A.P. Whaley LLC filing — schedules, fees, and providers.
A.P. Whaley LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask A.P. Whaley LLCHR for the recordkeeper’s name and login.
