Whatley Financial Group, LLC (EIN 81-1039988) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.1M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Whatley Financial Group, LLC 401(k) Plan | 001 | 3 | $1.7M |
| Whatley Financial Group LLC Cash Balance Pension Plan | 002 | 3 | $335K |
81-1039988 is the Employer Identification Number (EIN) Whatley Financial 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 Alabama EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
