How big is Whitaker Stewardship, LLC's plan?

Whitaker Stewardship, LLC's plan reported $597K in assets and 83 participants for 2024.

Original filing (PDF)20250701113726NAL0030506850005

Whitaker Stewardship, LLC

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

Form 5500-SF

FILING_RECEIVED

Whitaker Stewardship, LLC 401(k) Plan

401(k) retirement plan · Whitaker Stewardship, LLC's Whitaker Stewardship, LLC 401(k) Plan held $597K in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$597K

Net assets (EOY)

$597K

People on this filing

Brian Whitaker signed Whitaker Stewardship, LLC's 2024 Form 5500 as plan administrator.

Brian Whitaker — 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

Whitaker Stewardship, LLC's EIN is 47-1814286.

EIN 47-1814286

Plan number 001

Plan year 2024

ACK ID 20250701113726NAL0030506850005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whitaker Stewardship, LLC's plan includes 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 WHITAKER STEWARDSHIP, LLC.

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Plan health score

Above-average plan

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

Knocking points off