How big is WHIT & Whizdum Co.'s plan?

WHIT & Whizdum Co.'s plan reported $795K in assets and 3 participants for 2024.

Original filing (PDF)20250825113911NAL0013617424001

WHIT & Whizdum Co.

Name: WHIT & Whizdum Co. — WHIT & Whizdum Co. Profit, Form 5500 (2024)
Creator: WHIT & Whizdum Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WHIT & Whizdum Co. Profit Sharing Plan

401(k) retirement plan · WHIT & Whizdum Co.'s WHIT & Whizdum Co. Profit Sharing Plan held $795K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

Plan identifiers

WHIT & Whizdum Co.'s EIN is 42-1531407.

EIN 42-1531407

Plan number 002

Plan year 2024

ACK ID 20250825113911NAL0013617424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WHIT & Whizdum Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WHIT & Whizdum Co.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

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