How big is Whitten Retirement Solutions, LLC's plan?

Whitten Retirement Solutions, LLC's plan reported $357K in assets and 5 participants for 2025.

Original filing (PDF)20260505113303NAL0001106896001

Whitten Retirement Solutions, LLC

Name: Whitten Retirement Solutions, LLC — Whitten Retireme, Form 5500 (2025)
Creator: Whitten Retirement Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitten Retirement Solutions LLC 401(k) PSP

401(k) retirement plan · Whitten Retirement Solutions, LLC's Whitten Retirement Solutions LLC 401(k) PSP held $357K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$357K

Net assets (EOY)

$357K

People on this filing

Blake Whitten signed Whitten Retirement Solutions, LLC's 2025 Form 5500 as plan administrator.

Blake Whitten — 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

Whitten Retirement Solutions, LLC's EIN is 32-0610624.

EIN 32-0610624

Plan number 001

Plan year 2025

ACK ID 20260505113303NAL0001106896001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Whitten Retirement Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Whitten Retirement Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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