What public Form 5500 filings show about the Whitley Penn, LLP 401(k) plan — and how to find and check your own account.
Whitley Penn, LLP (EIN 75-2393478) reports WHITLEY PENN 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $134.8M in plan assets across 739 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 Whitley Penn, LLP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Whitley Penn, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
