Whitley Penn, LLP (EIN 75-2393478) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $145.2M in plan assets and 1,547 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Whitley Penn 401(k) Profit Sharing Plan | 001 | 739 | $134.8M |
| Whitley Penn Cash Balance Plan | 003 | 64 | $10.4M |
| Whitley Penn LLP Health & Welfare Plan | 505 | 744 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
75-2393478 is the Employer Identification Number (EIN) Whitley Penn, LLP 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 Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
