Original filing (PDF)20250331113750NAL0003237635001

Whitaker Securities LLC

Name: Whitaker Securities LLC — Whitaker Securities 401(k), Form 5500 (2024)
Creator: Whitaker Securities LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitaker Securities 401(k) Plan

401(k) retirement plan · Whitaker Securities LLC's Whitaker Securities 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Andrew Germann signed Whitaker Securities LLC's 2024 Form 5500 as plan administrator.

Andrew Germann — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Whitaker Securities LLC's EIN is 03-0447973.

EIN 03-0447973

Plan number 001

Plan year 2024

ACK ID 20250331113750NAL0003237635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitaker Securities LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitaker Securities LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITAKER SECURITIES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score