How big is Whitlock & Forster, LLC's plan?

Whitlock & Forster, LLC's plan reported $1.0M in assets and 6 participants for 2025.

Original filing (PDF)20260422135837NAL0005912416001

Whitlock & Forster, LLC

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

Form 5500-SF

FILING_RECEIVED

Whitlock & Forster, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Whitlock & Forster, LLC's Whitlock & Forster, LLC 401(k) Profit Sharing Plan held $1.0M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Jeannette Forster signed Whitlock & Forster, LLC's 2025 Form 5500 as plan administrator.

Jeannette Forster — 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 & Forster, LLC's EIN is 46-4220323.

EIN 46-4220323

Plan number 001

Plan year 2025

ACK ID 20260422135837NAL0005912416001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Whitlock & Forster, LLC's plan includes profit-sharing, 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 & FORSTER, 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