How big is Todd Whatley, PA's plan?

Todd Whatley, PA's plan reported $111K in assets and 5 participants for 2024.

Original filing (PDF)20251010113134NAL0007619809001

Todd Whatley, PA

Name: Todd Whatley, PA — Todd Whatley, PA 401(k) Plan, Form 5500 (2024)
Creator: Todd Whatley, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Todd Whatley, PA 401(k) Plan

401(k) retirement plan · Todd Whatley, PA's Todd Whatley, PA 401(k) Plan held $111K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$111K

Net assets (EOY)

$111K

People on this filing

Richard Tatum signed Todd Whatley, PA's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Todd Whatley, PA's EIN is 20-0171224.

EIN 20-0171224

Plan number 001

Plan year 2024

ACK ID 20251010113134NAL0007619809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Todd Whatley, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Todd Whatley, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TODD WHATLEY, PA.

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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