How big is Thomas Whitelaw & Kolegraff LLP's plan?

Thomas Whitelaw & Kolegraff LLP's plan reported $3.4M in assets and 9 participants for 2024.

Original filing (PDF)20250911124859NAL0000771504001

Thomas Whitelaw & Kolegraff LLP

Name: Thomas Whitelaw & Kolegraff LLP — Thomas Whitelaw &, Form 5500 (2024)
Creator: Thomas Whitelaw & Kolegraff LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas Whitelaw & Kolegraff LLP 401(k) Plan and Trust

401(k) retirement plan · Thomas Whitelaw & Kolegraff LLP's Thomas Whitelaw & Kolegraff LLP 401(k) Plan and Trust held $3.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Joseph Thomas signed Thomas Whitelaw & Kolegraff LLP's 2024 Form 5500 as plan administrator.

Joseph Thomas — 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

Thomas Whitelaw & Kolegraff LLP's EIN is 48-1287032.

EIN 48-1287032

Plan number 002

Plan year 2024

ACK ID 20250911124859NAL0000771504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas Whitelaw & Kolegraff LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas Whitelaw & Kolegraff LLP's plan includes profit-sharing, 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 THOMAS WHITELAW & KOLEGRAFF LLP.

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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