How big is Wholeren Group LLC's plan?

Wholeren Group LLC's plan reported $1.1M in assets and 84 participants for 2024.

Original filing (PDF)20250528093433NAL0004309827001

Wholeren Group LLC

Name: Wholeren Group LLC — Wholeren Group LLC 401(k) Plan, Form 5500 (2024)
Creator: Wholeren Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wholeren Group LLC 401(k) Plan

401(k) retirement plan · Wholeren Group LLC's Wholeren Group LLC 401(k) Plan held $1.1M in plan assets for 84 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kathleen White signed Wholeren Group LLC's 2024 Form 5500 as plan administrator.

Kathleen White — 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

Wholeren Group LLC's EIN is 27-2627793.

EIN 27-2627793

Plan number 001

Plan year 2024

ACK ID 20250528093433NAL0004309827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wholeren Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wholeren Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHOLEREN GROUP LLC.

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Plan health score

Above-average plan

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

Knocking points off