How big is Whelan Advisory LLC's plan?

Whelan Advisory LLC's plan reported $303K in assets and 4 participants for 2024.

Original filing (PDF)20250610165628NAL0043447138001

Whelan Advisory LLC

Name: Whelan Advisory LLC — Whelan Advisory LLC - 401(k), Form 5500 (2024)
Creator: Whelan Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whelan Advisory LLC - 401(k) Plan

401(k) retirement plan · Whelan Advisory LLC's Whelan Advisory LLC - 401(k) Plan held $303K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

People on this filing

Nick Rice signed Whelan Advisory LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Whelan Advisory LLC's EIN is 47-3098778.

EIN 47-3098778

Plan number 001

Plan year 2024

ACK ID 20250610165628NAL0043447138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whelan Advisory LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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