How big is Wharton Property Advisors, Inc.'s plan?

Wharton Property Advisors, Inc.'s plan reported $767K in assets and 3 participants for 2024.

Original filing (PDF)20250616165326NAL0001851456001

Wharton Property Advisors, Inc.

Name: Wharton Property Advisors, Inc. — Wharton Property, Form 5500 (2024)
Creator: Wharton Property Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wharton Property Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Wharton Property Advisors, Inc.'s Wharton Property Advisors, Inc. 401(k) Profit Sharing Plan held $767K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

Plan identifiers

Wharton Property Advisors, Inc.'s EIN is 13-3835152.

EIN 13-3835152

Plan number 004

Plan year 2024

ACK ID 20250616165326NAL0001851456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wharton Property Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wharton Property Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHARTON PROPERTY ADVISORS, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score