Original filing (PDF)20250925135633NAL0003575091001

WHITMAN INSIGHT STRATEGIES, LLC

Name: WHITMAN INSIGHT STRATEGIES, LLC — WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: WHITMAN INSIGHT STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

WHITMAN INSIGHT STRATEGIES, LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITMAN INSIGHT STRATEGIES, LLC.

Plan sponsor

Name

WHITMAN INSIGHT STRATEGIES, LLC

EIN

01-0763468

Address

80 EIGHTH AVENUE · SUITE 1210 · NEW YORK, NY · 10011

Phone

(212) 807-7200

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2D · Offset of another plan

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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