Original filing (PDF)20251012212543NAL0000538081001

Whaley Financial Inc. DBA Paladin Advisor Group, LLC

Name: Whaley Financial Inc. DBA Paladin Advisor Group, LLC — Form 5500 Plan 001 (2024)
Creator: Whaley Financial Inc. DBA Paladin Advisor Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whaley Financial Inc. DBA Paladin Advisor Group, LLC Defined Benefit Plan

Defined-benefit pension plan · Whaley Financial Inc. DBA Paladin Advisor Group, LLC's Whaley Financial Inc. DBA Paladin Advisor Group, LLC Defined Benefit Plan held $2.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Whaley Financial Inc. DBA Paladin Advisor Group, LLC's EIN is 26-4339068.

EIN 26-4339068

Plan number 001

Plan year 2024

ACK ID 20251012212543NAL0000538081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whaley Financial Inc. DBA Paladin Advisor Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whaley Financial Inc. DBA Paladin Advisor Group, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score