How big is Whitlock Consulting Group, LLC's plan?

Whitlock Consulting Group, LLC's plan reported $1.8M in assets and 12 participants for 2024.

Original filing (PDF)20250728122315NAL0000870947001

Whitlock Consulting Group, LLC

Name: Whitlock Consulting Group, LLC — Retirement Income, Form 5500 (2024)
Creator: Whitlock Consulting Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Income Security Plan-Whitlock Consulting Group, LLC

401(k) retirement plan · Whitlock Consulting Group, LLC's Retirement Income Security Plan-Whitlock Consulting Group, LLC held $1.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Steven Stout signed Whitlock Consulting Group, LLC's 2024 Form 5500 as plan administrator.

Steven Stout — 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

Whitlock Consulting Group, LLC's EIN is 46-3926362.

EIN 46-3926362

Plan number 001

Plan year 2024

ACK ID 20250728122315NAL0000870947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitlock Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitlock Consulting Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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