Original filing (PDF)20250331113750NAL0003237635001

WHITAKER SECURITIES LLC

Name: WHITAKER SECURITIES LLC — WHITAKER SECURITIES 401(K) PLAN, Form 5500 (2024)
Creator: WHITAKER SECURITIES LLC

Form 5500-SF

FILING_RECEIVED

WHITAKER SECURITIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 WHITAKER SECURITIES LLC.

Plan sponsor

Name

WHITAKER SECURITIES LLC

EIN

03-0447973

Address

200 CRAIG ROAD · SUITE 110 · MANALAPAN, NJ · 07726

Phone

(732) 618-2422

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FRANOCABANO, PLLC.

FRANOCABANO 401K PROFIT SHARING PLAN

RAINIER SECURITIES, LLC

RAINIER SECURITIES, LLC 401(K) PLAN

COLUMN CAPITAL ADVISORS, LLC

COLUMN CAPITAL RETIREMENT SAVINGS PLAN

DE PAOLA TRADING, INC.

DEPAOLA TRADING, INC. PROFIT SHARING PLAN

MCMILLAN WEALTH MANAGEMENT LLC

MCMILLAN WEALTH MANAGEMENT LLC 401 PROFIT SHARING