Original filing (PDF)20250529154737NAL0020917282001

Whitlock Consulting Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Whitlock Consulting Group, LLC Cash Balance Plan

Defined-benefit pension plan · Whitlock Consulting Group, LLC's Whitlock Consulting Group, LLC Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 46-3926362

Plan number 002

Plan year 2024

ACK ID 20250529154737NAL0020917282001

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 a cash-balance formula, a frozen benefit (no new accruals).

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off