How big is Whitman Partners Inc.'s plan?

Whitman Partners Inc.'s plan reported $3.7M in assets and 39 participants for 2024.

Original filing (PDF)20250818103225NAL0001125121001

Whitman Partners Inc.

Name: Whitman Partners Inc. — Whitman Partners 401(k) Plan, Form 5500 (2024)
Creator: Whitman Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitman Partners 401(k) Plan

401(k) retirement plan · Whitman Partners Inc.'s Whitman Partners 401(k) Plan held $3.7M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Heather Gilligan signed Whitman Partners Inc.'s 2024 Form 5500 as plan administrator.

Heather Gilligan — 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

Whitman Partners Inc.'s EIN is 20-5495530.

EIN 20-5495530

Plan number 001

Plan year 2024

ACK ID 20250818103225NAL0001125121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitman Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitman Partners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WHITMAN PARTNERS INC

EIN

all filings

Address

3030 SW 1ST AVENUE · PORTLAND, OR · 97201

Phone

(503) 445-1044

Industry

Admin Support & Waste Mgmt

Plan administrator