How big is Rachael Whitfield's plan?

Rachael Whitfield's plan reported $234K in assets and 2 participants for 2024.

Original filing (PDF)20250610083808NAL0025364384001

Rachael Whitfield

Name: Rachael Whitfield — Form 5500 (2024)
Creator: Rachael Whitfield
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rachael Whitfield

401(k) retirement plan · Rachael Whitfield held $234K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

Rachael Whitfield signed Rachael Whitfield's 2024 Form 5500 as plan administrator.

Rachael Whitfield — 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

Rachael Whitfield's EIN is 27-2888237.

EIN 27-2888237

Plan number 001

Plan year 2024

ACK ID 20250610083808NAL0025364384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rachael Whitfield's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 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 (90th percentile).

Plan sponsor

Name

RACHAEL WHITFIELD

EIN

all filings

Address

29 N DECATUR ST · STRASBURG, PA · 17579

Phone

(717) 940-7212

Industry

Health Care & Social Assistance

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

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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