Original filing (PDF)20250429082626NAL0000176291001

WHALEN & COMPANY, INC.

Name: WHALEN & COMPANY, INC. — WHALEN & COMPANY RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: WHALEN & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

WHALEN & COMPANY RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 WHALEN & COMPANY, INC..

Plan sponsor

Name

WHALEN & COMPANY, INC.

EIN

31-0984945

Address

250 W. OLD WILSON BRIDGE RD. · SUITE 300 · WORTHINGTON, OH · 43085

Phone

(614) 396-4200

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

BEE BERGVALL AND CO., PC

BEE, BERGVALL & CO., PC 401(K) P/S PLAN

$5.2M · 32 participants

BUMPERS & COMPANY

BUMPERS AND COMPANY 401(K) PROFIT SHARING PLAN

$5.2M

NHKTLH, P.C.

NHKTLH, P.C. 401(K) PLAN AND TRUST

$5.2M · 13 participants

BMG CERTIFIED PUBLIC ACCOUNTANTS

BMG CERTIFIED PUBLIC ACCOUNTANTS, LLP RTRMNT PLAN

$5.2M · 25 participants

VASQUEZ & COMPANY LLP

VASQUEZ & COMPANY, LLP 401(K) PLAN

$5.2M · 67 participants