How big is Whitfield & Associates LLC's plan?

Whitfield & Associates LLC's plan reported $103K in assets and 5 participants for 2025.

Original filing (PDF)20260428220708NAL0015757456048

Whitfield & Associates LLC

Name: Whitfield & Associates LLC — Whitfield & Associates, Form 5500 (2025)
Creator: Whitfield & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitfield & Associates 401(k) Plan

401(k) retirement plan · Whitfield & Associates LLC's Whitfield & Associates 401(k) Plan held $103K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

Plan identifiers

Whitfield & Associates LLC's EIN is 36-4496459.

EIN 36-4496459

Plan number 001

Plan year 2025

ACK ID 20260428220708NAL0015757456048

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Whitfield & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Whitfield & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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