What public Form 5500 filings show about the Whittle Hamilton & Associates PC 401(k) plan — and how to find and check your own account.
Whittle Hamilton & Associates PC (EIN 83-0320370) reports WOH SAFE HARBOR 401K PS PLAN TRUST on its most recent Form 5500, with $1.8M in plan assets across 12 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 Whittle Hamilton & Associates PC filing — schedules, fees, and providers.
Whittle Hamilton & Associates PC’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 Whittle Hamilton & Associates PCHR for the recordkeeper’s name and login.
