R.O. WHITESELL & ASSOCIATES, INC. EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
34
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
Plan health score
83
/ 100
Grade B
Above-average plan
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
40
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.O. WHITESELL & ASSOCIATES, INC..
Plan sponsor
Name
R.O. WHITESELL & ASSOCIATES, INC.
EIN
35-1998487
Address
11711 N. PENNSYLVANIA ST. STE 240 · CARMEL, IN · 46032
Phone
(317) 564-8008
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2025-09-08
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
