401(k) retirement plan · Wharton Insurance and Financial Services, Inc.'s Wharton Retirement Plan held $668K in plan assets for 2 participants in 2024.
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$668K
Net assets (EOY)
$668K
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
95
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHARTON INSURANCE AND FINANCIAL SERVICES, INC..
