How big is Whitney Inc.'s plan?

Whitney Inc.'s plan reported $10.8M in assets and 36 participants for 2025.

Original filing (PDF)20260519134101NAL0001077457001

Whitney Inc.

Name: Whitney Inc. — Whitney Inc. Employees 401(k) Plan, Form 5500 (2025)
Creator: Whitney Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitney Inc. Employees 401(k) Plan

401(k) retirement plan · Whitney Inc.'s Whitney Inc. Employees 401(k) Plan held $10.8M in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

KEN Nichol signed Whitney Inc.'s 2025 Form 5500 as plan administrator.

KEN Nichol — 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

Whitney Inc.'s EIN is 36-3350743.

EIN 36-3350743

Plan number 001

Plan year 2025

ACK ID 20260519134101NAL0001077457001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Whitney Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Whitney Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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