WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC
EIN 26-4339068ELKRIDGE, MD
WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC (EIN 26-4339068) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.3M in plan assets and 7 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
7
Total assets
$2.3M
A WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC employee? See the WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 26-4339068
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC DEFINED BENEFIT PLAN | 001 | 3 | $2.0M |
| WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC 401(K) PLAN | 002 | 4 | $313K |
About this EIN
26-4339068 is the Employer Identification Number (EIN) WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Maryland EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?