Whelan Financial, Inc.

Portia White signed Whelan Financial, Inc.'s 2024 Form 5500 as plan administrator.

• Portia White — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Whelan Financial, Inc.'s EIN is 26-0262268.

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

Whelan Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).