Original filing (PDF)20251012212543NAL0000538081001

WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC

Name: WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC — WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC

Form 5500-SF

FILING_RECEIVED

WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC.

Plan sponsor

Name

WHALEY FINANCIAL INC. DBA PALADIN ADVISOR GROUP, LLC

EIN

26-4339068

Address

8178 LARK BROWN ROAD · SUITE 201 · ELKRIDGE, MD · 21075

Phone

(443) 283-3482

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FERGUSON-JOHNSON WEALTH MANAGEMENT INC.

FERGUSON-JOHNSON WEALTH MANAGEMENT 401(K) PLAN

$2.0M · 2 participants

CYGNET FINANCIAL PLANNING, INC.

CYGNET FINANCIAL PLANNING, INC. 401K PLAN

$2.0M · 8 participants

JUPITER RESEARCH INC.

JUPITER RESEARCH INC. 401(K) PLAN

$2.0M · 14 participants

INSIGNE ADVISOR CONSULTING, LLC

INSIGNE ADVISOR CONSULTING, LLC CASH BALANCE PLAN

$2.0M · 3 participants

JEPPSON WEALTH MANAGEMENT LLC

JEPPSON WEALTH MANAGEMENT CASH BALANCE PLAN