How big is Wholehan Marketing Assoc's plan?

Wholehan Marketing Assoc's plan reported $650 in assets and 7 participants for 2024.

Original filing (PDF)20250729141635NAL0007769618001

Wholehan Marketing Assoc

Name: Wholehan Marketing Assoc — Wholehan Marketing Assoc, Form 5500 (2024)
Creator: Wholehan Marketing Assoc
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wholehan Marketing Assoc SOCA Benefit Plan

Health & welfare plan · Wholehan Marketing Assoc's Wholehan Marketing Assoc SOCA Benefit Plan held $650 in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$650

Net assets (EOY)

$230

People on this filing

Matt Appenzeller signed Wholehan Marketing Assoc's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Wholehan Marketing Assoc's EIN is 34-1551531.

EIN 34-1551531

Plan number 501

Plan year 2024

ACK ID 20250729141635NAL0007769618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wholehan Marketing Assoc's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score