How big is Elizabeth Whelan Design Associates' plan?

Elizabeth Whelan Design Associates' plan reported $889K in assets and 1 participants for 2024.

Original filing (PDF)20250702124141NAL0033009234001

Elizabeth Whelan Design Associates

Name: Elizabeth Whelan Design Associates — Elizabeth, Form 5500 (2024)
Creator: Elizabeth Whelan Design Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elizabeth Whelan Design Associates 401(k) and PS Plan

401(k) retirement plan · Elizabeth Whelan Design Associates' Elizabeth Whelan Design Associates 401(k) and PS Plan held $889K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$889K

Net assets (EOY)

$889K

People on this filing

Elizabeth Whelan signed Elizabeth Whelan Design Associates' 2024 Form 5500 as plan administrator.

Elizabeth Whelan — 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

Elizabeth Whelan Design Associates' EIN is 22-3822440.

EIN 22-3822440

Plan number 001

Plan year 2024

ACK ID 20250702124141NAL0033009234001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elizabeth Whelan Design Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elizabeth Whelan Design Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELIZABETH WHELAN DESIGN ASSOCIATES.

Finding similar companies…

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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ELIZABETH WHELAN DESIGN ASSOCIATES

EIN

all filings

Address

341 FLYE POINT ROAD/ · P.O. BOX 306 · BROOKLIN, ME · 04616

Phone

(207) 761-7776

Industry

Professional & Technical Services

Plan administrator