How big is Wharton Funding Company's plan?

Wharton Funding Company's plan reported $93K in assets and 10 participants for 2024.

Original filing (PDF)20250930104450NAL0029114786001

Wharton Funding Company

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

Form 5500-SF

FILING_RECEIVED

Wharton Funding Company 401(k) Plan

401(k) retirement plan · Wharton Funding Company's Wharton Funding Company 401(k) Plan held $93K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

People on this filing

Robert Gueriera signed Wharton Funding Company's 2024 Form 5500 as plan administrator.

Robert Gueriera — 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

Wharton Funding Company's EIN is 20-3409864.

EIN 20-3409864

Plan number 001

Plan year 2024

ACK ID 20250930104450NAL0029114786001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wharton Funding Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wharton Funding Company'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 WHARTON FUNDING COMPANY.

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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

Knocking points off