How big is Whitsend III, Inc.'s plan?

Whitsend III, Inc.'s plan reported $671K in assets and 26 participants for 2024.

Original filing (PDF)20260202083055NAL0001293425001

Whitsend III, Inc.

Name: Whitsend III, Inc. — Whitsend III, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Whitsend III, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitsend III, Inc. 401(k) Plan

401(k) retirement plan · Whitsend III, Inc.'s Whitsend III, Inc. 401(k) Plan held $671K in plan assets for 26 participants in 2024.

Signals · 1

Late filing · 2.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$671K

Net assets (EOY)

$671K

People on this filing

Kelli Khaloughi signed Whitsend III, Inc.'s 2024 Form 5500 as plan administrator.

Kelli Khaloughi — 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

Whitsend III, Inc.'s EIN is 52-1052272.

EIN 52-1052272

Plan number 001

Plan year 2024

ACK ID 20260202083055NAL0001293425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitsend III, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitsend III, Inc.'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 WHITSEND III, INC.

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off