Original filing (PDF)20250328105325NAL0001925778001

WHITLOCK HOLDINGS, LLC

Name: WHITLOCK HOLDINGS, LLC — WHITLOCK HOLDINGS, LLC MCF BENEFIT PLAN, Form 5500 (2023)
Creator: WHITLOCK HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

WHITLOCK HOLDINGS, LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$612

Net assets (EOY)

$161

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WHITLOCK HOLDINGS, LLC

EIN

43-1723821

Address

2242 S FARM ROAD 199 · SPRINGFIELD, MO · 65809

Phone

(417) 827-2116

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

BROWNING ENTERPRISES, INC.

BROWNING ENTERPRISES, INC. DISABILITY BENEFIT PLAN

$542

NORTH BEACH HOLDINGS LLC

NORTH BEACH HOLDINGS LLC SOCA BENEFIT PLAN

$540 · 4 participants

INREACH CAPITAL, INC.

INREACH CAPITAL, INC. MCF BENEFIT PLAN

$496 · 2 participants

CORDILLERA CORPORATION

CORDILLERA CORPORATION TRUST HEALTH & WELFARE BENE

$467 · 79 participants

NOLAN & VINNY SENIOR PRODUCTS LL

VINNY INSURANCE HOLDINGS 401K PLAN