What public Form 5500 filings show about the Whaley Financial Inc. DBA Paladin Advisor Group, LLC 401(k) plan — and how to find and check your own account.
Whaley Financial Inc. DBA Paladin Advisor Group, LLC (EIN 26-4339068) reports WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC 401(K) PLAN on its most recent Form 5500, with $313K in plan assets across 4 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 Whaley Financial Inc. DBA Paladin Advisor Group, LLC filing — schedules, fees, and providers.
Whaley Financial Inc. DBA Paladin Advisor Group, 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 Whaley Financial Inc. DBA Paladin Advisor Group, LLCHR for the recordkeeper’s name and login.
