How big is WHF LLC's plan?

WHF LLC's plan reported $735K in assets and 4 participants for 2024.

Original filing (PDF)20251014171921NAL0001725683001

WHF LLC

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

Form 5500-SF

FILING_RECEIVED

WHF LLC 401(k) Plan

401(k) retirement plan · WHF LLC's WHF LLC 401(k) Plan held $735K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$735K

Net assets (EOY)

$735K

People on this filing

ROBB K. FARR signed WHF LLC's 2024 Form 5500 as plan administrator.

ROBB K. FARR — 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

WHF LLC's EIN is 27-4293398.

EIN 27-4293398

Plan number 001

Plan year 2024

ACK ID 20251014171921NAL0001725683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WHF LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 (95th percentile).

Plan sponsor

Name

WHF LLC

EIN

all filings

Address

1371 EAST 2100 SOUTH · SUITE 215 · SALT LAKE CITY, UT · 84105

Phone

(801) 214-9401

Industry

Finance & Insurance

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Strategic Advisors LLC

Strategic Advisors, LLC 401(k) Profit Sharing Plan

$734K · 5 participants

Hollister Financial

Hollister Financial 401(k) Plan

$733K · 5 participants

Gregory T. Cornelius, MBA, CFP

Gregory T. Cornelius, MBA, CFP 401(k) Plan

$731K · 2 participants

Armstrong Family Enterprises, LLC

Armstrong Financial Partners 401(k) Plan

$740K · 4 participants

Rivertan Financial Group, LLC

Rivertan Financial Group, LLC Cash Balance Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.