How big is Citrin & Whitman, PA's plan?

Citrin & Whitman, PA's plan reported $328K in assets and 7 participants for 2024.

Original filing (PDF)20251012164623NAL0000131811001

Citrin & Whitman, PA

Name: Citrin & Whitman, PA — Citrin & Whitman, PA 401(k), Form 5500 (2024)
Creator: Citrin & Whitman, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citrin & Whitman, PA 401(k) Plan

401(k) retirement plan · Citrin & Whitman, PA's Citrin & Whitman, PA 401(k) Plan held $328K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

People on this filing

Misti Boles Whitman signed Citrin & Whitman, PA's 2024 Form 5500 as plan administrator.

Misti Boles Whitman — 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

Citrin & Whitman, PA's EIN is 56-1624112.

EIN 56-1624112

Plan number 002

Plan year 2024

ACK ID 20251012164623NAL0000131811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Citrin & Whitman, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Citrin & Whitman, PA's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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