What public Form 5500 filings show about the Whitney Strategic Services, LLC 401(k) plan — and how to find and check your own account.
Whitney Strategic Services, LLC (EIN 81-3991425) reports WHITNEY STRATEGIC SERVICES, LLC on its most recent Form 5500, with $854K in plan assets across 9 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 Whitney Strategic Services, LLC filing — schedules, fees, and providers.
Whitney Strategic Services, 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 Whitney Strategic Services, LLCHR for the recordkeeper’s name and login.
