Original filing (PDF)20251201095938NAL0010412497001

WHITAKER FOUNDATION

Name: WHITAKER FOUNDATION — WHITAKER FOUNDATION TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: WHITAKER FOUNDATION

Form 5500-SF

FILING_RECEIVED

WHITAKER FOUNDATION TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WHITAKER FOUNDATION

EIN

51-0173109all filings

Address

308 NORTH 21ST STREET · SUITE 400 · ST. LOUIS, MO · 63103

Phone

(314) 241-4352

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-12-01

Pension benefit codes

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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