Edward Sullivan signed Whittlesey PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whittlesey PC's EIN is 06-0903326.
Download the official 2024 Form 5500 (PDF) for Whittlesey PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whittlesey PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| REDHAWK WEALTH ADVISORS INC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | — | FARMINGTON, CT | CONTRACT ADMIN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUTCHINSON AND BLOODGOOD LLP | — | EL CENTRO, CA | AUDITOR | $14K | — |
