How big is Whittington Associates LLC's plan?

Whittington Associates LLC's plan reported $5K in assets and 10 participants for 2024.

Original filing (PDF)20251229133210NAL0041878466001

Whittington Associates LLC

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

Form 5500-SF

FILING_RECEIVED

Whittington Associates LLC CBS Benefit Plan

Health & welfare plan · Whittington Associates LLC's Whittington Associates LLC CBS Benefit Plan held $5K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

People on this filing

Joseph HSU signed Whittington Associates LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Whittington Associates LLC's EIN is 47-5341574.

EIN 47-5341574

Plan number 501

Plan year 2024

ACK ID 20251229133210NAL0041878466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whittington Associates LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score