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.
| 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 |
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?
